TVWM

Tower View Wealth Management Portfolio holdings

AUM $193M
1-Year Est. Return 22.35%
This Quarter Est. Return
1 Year Est. Return
+22.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$100M
AUM Growth
-$8.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$1.75M
2
+$663K
3
+$608K
4
NVDA icon
NVIDIA
NVDA
+$464K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$447K

Top Sells

1
+$5.51M
2
+$1.77M
3
+$1.59M
4
SAP icon
SAP
SAP
+$1.24M
5
PARA
Paramount Global Class B
PARA
+$1.2M

Sector Composition

1 Industrials 18.2%
2 Financials 13.49%
3 Technology 7.32%
4 Consumer Staples 6.87%
5 Healthcare 5.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$27K 0.03%
2,496
+6
102
$24K 0.02%
614
103
$21K 0.02%
197
104
$17K 0.02%
915
-142
105
$14K 0.01%
390
106
$13K 0.01%
275
107
$13K 0.01%
202
108
$12K 0.01%
400
109
$12K 0.01%
186
110
$12K 0.01%
155
+1
111
$12K 0.01%
73
112
$11K 0.01%
100
113
$10K 0.01%
640
114
$9K 0.01%
78
115
$8K 0.01%
81
116
$6K 0.01%
92
+1
117
$6K 0.01%
212
+15
118
$5K 0.01%
30
119
$4K ﹤0.01%
75
120
$4K ﹤0.01%
59
121
$4K ﹤0.01%
488
122
$4K ﹤0.01%
37
+1
123
$3K ﹤0.01%
39
124
$3K ﹤0.01%
+67
125
$2K ﹤0.01%
15
2 3 4
5
6