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
$195M
AUM Growth
-$7.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$1.6M
3
+$1.6M
4
AMD icon
Advanced Micro Devices
AMD
+$1.43M
5
UTHR icon
United Therapeutics
UTHR
+$1.32M

Top Sells

1
+$3.06M
2
+$2.77M
3
+$1.97M
4
TATT icon
TAT Technologies
TATT
+$1.57M
5
NVMI
Nova
NVMI
+$1.38M

Sector Composition

1 Technology 28.68%
2 Industrials 10.98%
3 Communication Services 9.3%
4 Healthcare 7.9%
5 Consumer Staples 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DHR icon
101
Danaher
DHR
$126B
$40.6K 0.02%
214
-14
DRTS icon
102
Alpha Tau Medical
DRTS
$956M
$39.4K 0.02%
5,566
VBR icon
103
Vanguard Small-Cap Value ETF
VBR
$35.4B
$37.1K 0.02%
+171
VNQ icon
104
Vanguard Real Estate ETF
VNQ
$36.3B
$35.4K 0.02%
399
+304
PFE icon
105
Pfizer
PFE
$145B
$34.8K 0.02%
1,240
+19
T icon
106
AT&T
T
$164B
$32.6K 0.02%
1,126
+11
IWM icon
107
iShares Russell 2000 ETF
IWM
$78.6B
$31.7K 0.02%
+128
SDY icon
108
State Street SPDR S&P Dividend ETF
SDY
$21B
$31.6K 0.02%
216
+1
OSK icon
109
Oshkosh
OSK
$8.36B
$29.4K 0.02%
+200
LHX icon
110
L3Harris
LHX
$56.5B
$29.3K 0.02%
+85
AMGN icon
111
Amgen
AMGN
$183B
$28.8K 0.01%
82
+63
IVV icon
112
iShares Core S&P 500 ETF
IVV
$841B
$28.7K 0.01%
44
XLK icon
113
State Street Technology Select Sector SPDR ETF
XLK
$128B
$27.7K 0.01%
208
-3
BND icon
114
Vanguard Total Bond Market
BND
$152B
$27.1K 0.01%
368
+2
IWF icon
115
iShares Russell 1000 Growth ETF
IWF
$131B
$25.3K 0.01%
236
FNDB icon
116
Schwab Fundamental US Broad Market Index ETF
FNDB
$1.32B
$24.6K 0.01%
903
-112
CWT icon
117
California Water Service
CWT
$2.68B
$24.2K 0.01%
535
+4
EWL icon
118
iShares MSCI Switzerland ETF
EWL
$1.64B
$22.5K 0.01%
383
EWC icon
119
iShares MSCI Canada ETF
EWC
$5.35B
$21.9K 0.01%
+400
SCHO icon
120
Schwab Short-Term US Treasury ETF
SCHO
$13.2B
$21.8K 0.01%
898
+6
CCJ icon
121
Cameco
CCJ
$49.9B
$21.7K 0.01%
+200
XLY icon
122
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$22.9B
$21.3K 0.01%
196
+1
BSV icon
123
Vanguard Short-Term Bond ETF
BSV
$44.4B
$20.4K 0.01%
260
-1,241
CALX icon
124
Calix
CALX
$2.45B
$19.6K 0.01%
400
VHT icon
125
Vanguard Health Care ETF
VHT
$16.3B
$18.9K 0.01%
69
3 4
5
6 7