TVWM
Tower View Wealth Management Portfolio holdings
AUM
$195M
1-Year Est. Return
29.88%
This Fund
S&P 500
1 Year Est. Return
+29.88%
AUM
$154M
AUM Growth
+$16.9M
(+12%)
Holding
167
Top Buys
| 1 | +$2.11M | |
| 2 | +$1.13M | |
| 3 | +$1.05M | |
| 4 |
WORK
Slack Technologies, Inc.
WORK
|
+$1.02M |
| 5 |
Qiagen
QGEN
|
+$1.01M |
Top Sells
| 1 | +$2.76M | |
| 2 | +$1.41M | |
| 3 | +$919K | |
| 4 |
Apple
AAPL
|
+$867K |
| 5 |
NVIDIA
NVDA
|
+$490K |
Sector Composition
| 1 | Technology | 19.58% |
| 2 | Industrials | 11.15% |
| 3 | Healthcare | 11.07% |
| 4 | Consumer Discretionary | 9.33% |
| 5 | Financials | 7.64% |