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
$196M
AUM Growth
+$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$3.44M
2
+$2.67M
3
+$1.98M
4
MCD icon
McDonald's
MCD
+$1.74M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$887K

Top Sells

1
+$4.38M
2
+$2.81M
3
+$1.62M
4
CRWD icon
CrowdStrike
CRWD
+$1.48M
5
PTON icon
Peloton Interactive
PTON
+$1.14M

Sector Composition

1 Technology 20.76%
2 Consumer Discretionary 11.89%
3 Healthcare 11.63%
4 Industrials 11.51%
5 Financials 9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$59K 0.03%
1,000
102
$52K 0.03%
500
103
$51K 0.03%
800
-200
104
$49K 0.03%
570
105
$49K 0.03%
400
106
$47K 0.02%
800
107
$47K 0.02%
1,000
108
$42K 0.02%
5,000
109
$39K 0.02%
2,052
+6
110
$36K 0.02%
500
111
$36K 0.02%
500
112
$35K 0.02%
614
113
$33K 0.02%
200
114
$33K 0.02%
500
115
$31K 0.02%
400
116
$30K 0.02%
89
117
$29K 0.01%
500
118
$29K 0.01%
+133
119
$28K 0.01%
500
120
$27K 0.01%
150
121
$25K 0.01%
+400
122
$24K 0.01%
+136
123
$24K 0.01%
500
124
$24K 0.01%
385
125
$24K 0.01%
197
3 4
5
6 7