TVWM

Tower View Wealth Management Portfolio holdings

AUM $202M
1-Year Est. Return 24.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$193M
AUM Growth
+$21.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$2.43M
2
+$2.38M
3
+$1.54M
4
SPOT icon
Spotify
SPOT
+$1.06M
5
GRMN icon
Garmin
GRMN
+$498K

Top Sells

1
+$4.76M
2
+$3.09M
3
+$2.62M
4
UBER icon
Uber
UBER
+$1.78M
5
VUG icon
Vanguard Growth ETF
VUG
+$852K

Sector Composition

1 Technology 28.05%
2 Industrials 11.04%
3 Financials 9.24%
4 Consumer Discretionary 9.01%
5 Consumer Staples 8.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$115K 0.06%
2,231
+17
77
$115K 0.06%
1,442
-52
78
$110K 0.06%
+106
79
$109K 0.06%
+208
80
$106K 0.06%
1,345
+13
81
$103K 0.05%
+265
82
$95.3K 0.05%
1,341
+1,193
83
$87.5K 0.05%
+358
84
$83.8K 0.04%
239
-9
85
$83.2K 0.04%
556
+3
86
$80.9K 0.04%
279
+2
87
$77.4K 0.04%
975
+5
88
$75.2K 0.04%
2,026
+17
89
$73.2K 0.04%
320
+1
90
$70.8K 0.04%
175
+1
91
$69.9K 0.04%
220
92
$66.2K 0.03%
555
+6
93
$64.9K 0.03%
1,545
+7
94
$62.9K 0.03%
89
-8,208
95
$59.5K 0.03%
1,016
+18
96
$57.9K 0.03%
2,414
+10
97
$56.7K 0.03%
674
+5
98
$55.9K 0.03%
+187
99
$49.8K 0.03%
739
+5
100
$45K 0.02%
555
+4
2 3
4
5 6