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
$171M
AUM Growth
+$9.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$2.18M
2
+$1.67M
3
+$1.35M
4
ARM icon
Arm
ARM
+$1.15M
5
QCOM icon
Qualcomm
QCOM
+$313K

Top Sells

1
+$4.82M
2
+$4.76M
3
+$1.84M
4
LLY icon
Eli Lilly
LLY
+$1.32M
5
VDC icon
Vanguard Consumer Staples ETF
VDC
+$599K

Sector Composition

1 Technology 27.33%
2 Healthcare 15.48%
3 Industrials 12.11%
4 Consumer Discretionary 11.52%
5 Financials 7.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$25K 0.01%
1,419
-60
102
$24.1K 0.01%
518
103
$23.6K 0.01%
544
-48
104
$23K 0.01%
100
105
$22.4K 0.01%
424
-228
106
$21.9K 0.01%
166
107
$21K 0.01%
40
108
$20.5K 0.01%
320
109
$20.3K 0.01%
290
+2
110
$19.9K 0.01%
59
111
$19.3K 0.01%
185
112
$19.2K 0.01%
2,665
+62
113
$18.9K 0.01%
+247
114
$18.7K 0.01%
1,407
-271
115
$17.8K 0.01%
100
-29
116
$17.8K 0.01%
97
117
$16.9K 0.01%
27
118
$16.4K 0.01%
5,566
119
$14.7K 0.01%
90
-217
120
$13.8K 0.01%
147
+1
121
$13.5K 0.01%
+377
122
$13.4K 0.01%
220
123
$13.3K 0.01%
400
124
$13.2K 0.01%
184
+2
125
$12.9K 0.01%
+174
3 4
5
6 7