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
$154M
AUM Growth
+$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$2.08M
2
+$1.27M
3
+$1.08M
4
CRWD icon
CrowdStrike
CRWD
+$1.08M
5
NVMI icon
Nova
NVMI
+$1.07M

Top Sells

1
+$2.97M
2
+$1.55M
3
+$920K
4
DBX icon
Dropbox
DBX
+$919K
5
NVDA icon
NVIDIA
NVDA
+$569K

Sector Composition

1 Technology 19.58%
2 Industrials 11.15%
3 Healthcare 11.07%
4 Consumer Discretionary 9.33%
5 Financials 7.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$10K 0.01%
218
102
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250
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76
104
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38
105
$9K 0.01%
126
106
$9K 0.01%
84
107
$9K 0.01%
25
108
$8K 0.01%
640
109
$8K 0.01%
86
+1
110
$8K 0.01%
296
111
$8K 0.01%
29
112
$8K 0.01%
250
113
$8K 0.01%
100
114
$8K 0.01%
42
115
$8K 0.01%
79
116
$8K 0.01%
28
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$7K ﹤0.01%
32
118
$7K ﹤0.01%
125
+1
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$6K ﹤0.01%
12
120
$6K ﹤0.01%
56
121
$6K ﹤0.01%
18
122
$6K ﹤0.01%
28
123
$6K ﹤0.01%
115
+20
124
$6K ﹤0.01%
106
125
$5K ﹤0.01%
80
3 4
5
6 7