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
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+500
103
$18K 0.01%
200
104
$18K 0.01%
400
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$17K 0.01%
39
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$16K 0.01%
96
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$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
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$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
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$8K 0.01%
228
+3
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$8K 0.01%
22
+12
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$8K 0.01%
6
125
$8K 0.01%
59
+1