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
$183M
AUM Growth
+$8.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1 +$1.71M
2 +$1.44M
3 +$1.34M
4
AMD icon
Advanced Micro Devices
AMD
+$799K
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$748K

Top Sells

1 +$5.1M
2 +$192K
3 +$186K
4
PG icon
Procter & Gamble
PG
+$161K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$64.3K

Sector Composition

1 Technology 25.23%
2 Industrials 17.81%
3 Healthcare 11.41%
4 Consumer Discretionary 10.22%
5 Financials 6.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$25.9K 0.01%
490
102
$24.9K 0.01%
43
103
$24.4K 0.01%
3,852
+111
104
$23.5K 0.01%
1,068
-352
105
$22.7K 0.01%
544
106
$22.2K 0.01%
59
107
$21.7K 0.01%
293
+1
108
$20.1K 0.01%
115
+65
109
$19.5K 0.01%
97
110
$19.4K 0.01%
185
111
$17.9K 0.01%
166
112
$16.8K 0.01%
186
+1
113
$15.6K 0.01%
+256
114
$15.6K 0.01%
22
115
$15.5K 0.01%
400
116
$14.9K 0.01%
1,407
117
$14.7K 0.01%
75
118
$14.4K 0.01%
27
119
$14.2K 0.01%
377
120
$13.8K 0.01%
80
121
$13.6K 0.01%
174
122
$13.6K 0.01%
78
+1
123
$13.3K 0.01%
85
-15
124
$13.2K 0.01%
5,566
125
$13K 0.01%
147