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
$142M
AUM Growth
-$5.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1
+$1.35M
2
+$1.26M
3
+$896K
4
ASML icon
ASML
ASML
+$470K
5
MCD icon
McDonald's
MCD
+$409K

Top Sells

1
+$3.51M
2
+$2.4M
3
+$1.02M
4
NVDA icon
NVIDIA
NVDA
+$687K
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$273K

Sector Composition

1 Technology 19.38%
2 Healthcare 15.01%
3 Industrials 14.69%
4 Consumer Discretionary 11.86%
5 Financials 7.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$18K 0.01%
286
+81
102
$18K 0.01%
+500
103
$18K 0.01%
200
104
$18K 0.01%
400
105
$17K 0.01%
39
+1
106
$16K 0.01%
96
107
$16K 0.01%
59
108
$15K 0.01%
93
-15
109
$14K 0.01%
146
110
$13K 0.01%
1,542
+42
111
$13K 0.01%
27
112
$12K 0.01%
104
+1
113
$11K 0.01%
49
114
$11K 0.01%
262
+2
115
$10K 0.01%
75
116
$10K 0.01%
147
117
$10K 0.01%
+276
118
$9K 0.01%
130
+1
119
$9K 0.01%
141
+2
120
$9K 0.01%
+300
121
$9K 0.01%
100
122
$8K 0.01%
228
+3
123
$8K 0.01%
22
+12
124
$8K 0.01%
6
125
$8K 0.01%
59
+1
3 4
5
6 7