TVWM

Tower View Wealth Management Portfolio holdings

AUM $195M
1-Year Est. Return 29.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$193M
AUM Growth
+$371K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$1.84M
2
+$1.66M
3
+$850K
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$388K
5
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$352K

Top Sells

1
+$4.86M
2
+$2.31M
3
+$2.09M
4
DECK icon
Deckers Outdoor
DECK
+$1.15M
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$537K

Sector Composition

1 Technology 27.89%
2 Industrials 10.85%
3 Financials 9%
4 Consumer Discretionary 8.79%
5 Communication Services 8.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$76.2K 0.04%
560
+5
77
$71.1K 0.04%
89
78
$68.3K 0.04%
1,033
+17
79
$59.8K 0.03%
123
-52
80
$58.1K 0.03%
223
-540
81
$54K 0.03%
1,353
-673
82
$49.3K 0.03%
+1,000
83
$46.5K 0.02%
744
+5
84
$46.5K 0.02%
557
-117
85
$45.8K 0.02%
484
-1,411
86
$45.1K 0.02%
227
-972
87
$43.8K 0.02%
559
+4
88
$42.5K 0.02%
527
+4
89
$41.4K 0.02%
62
-7
90
$39.5K 0.02%
155
91
$38.5K 0.02%
413
92
$37.7K 0.02%
551
+3
93
$34.1K 0.02%
242
-40
94
$31.4K 0.02%
75
95
$31.1K 0.02%
1,102
+11
96
$30.6K 0.02%
1,201
+21
97
$29.9K 0.02%
214
+2
98
$27.8K 0.01%
236
99
$26.9K 0.01%
361
+3
100
$26.7K 0.01%
81
2 3
4
5 6