TVWM

Tower View Wealth Management Portfolio holdings

AUM $202M
1-Year Est. Return 24.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$189M
AUM Growth
+$6.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$3.6M
2
+$3.27M
3
+$3.19M
4
UBER icon
Uber
UBER
+$1.71M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$1.21M

Top Sells

1
+$3.09M
2
+$2.35M
3
+$1.94M
4
UNP icon
Union Pacific
UNP
+$549K
5
TSLA icon
Tesla
TSLA
+$422K

Sector Composition

1 Technology 24.82%
2 Industrials 16.97%
3 Consumer Discretionary 10.85%
4 Healthcare 9.38%
5 Financials 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$23.7K 0.01%
59
102
$23.6K 0.01%
521
+3
103
$23.1K 0.01%
322
+2
104
$19.6K 0.01%
220
105
$18.8K 0.01%
295
+2
106
$18.8K 0.01%
27
107
$18.6K 0.01%
80
108
$18.5K 0.01%
263
+89
109
$17.3K 0.01%
5,566
110
$16.9K 0.01%
102
-103
111
$15.5K 0.01%
2,561
-1,291
112
$15.5K 0.01%
188
+2
113
$15K 0.01%
89
-26
114
$14.1K 0.01%
1,426
+19
115
$13.9K 0.01%
400
116
$13.7K 0.01%
130
-36
117
$13.5K 0.01%
361
-183
118
$13K 0.01%
382
+5
119
$12.9K 0.01%
79
+1
120
$12.1K 0.01%
44
121
$12.1K 0.01%
151
+1
122
$11.7K 0.01%
81
+1
123
$11.1K 0.01%
147
124
$10.5K 0.01%
21
-623
125
$10.2K 0.01%
6
3 4
5
6 7