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
$193M
AUM Growth
+$21.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$2.43M
2
+$2.38M
3
+$1.54M
4
SPOT icon
Spotify
SPOT
+$1.06M
5
GRMN icon
Garmin
GRMN
+$498K

Top Sells

1
+$4.76M
2
+$3.09M
3
+$2.62M
4
UBER icon
Uber
UBER
+$1.78M
5
VUG icon
Vanguard Growth ETF
VUG
+$852K

Sector Composition

1 Technology 28.05%
2 Industrials 11.04%
3 Financials 9.24%
4 Consumer Discretionary 9.01%
5 Consumer Staples 8.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$42.7K 0.02%
69
102
$38K 0.02%
548
+4
103
$36.7K 0.02%
155
-40
104
$35.6K 0.02%
282
+2
105
$35.6K 0.02%
523
+4
106
$34.3K 0.02%
413
107
$31.6K 0.02%
1,091
+11
108
$29.5K 0.02%
220
109
$28.8K 0.01%
212
-65
110
$28.6K 0.01%
1,180
+20
111
$28.1K 0.01%
500
112
$26.4K 0.01%
358
-89
113
$25.2K 0.01%
59
114
$24K 0.01%
527
+3
115
$22.2K 0.01%
81
+1
116
$21.6K 0.01%
75
117
$21.3K 0.01%
400
118
$21.3K 0.01%
872
-1,247
119
$21.3K 0.01%
196
120
$21K 0.01%
383
+7
121
$18.6K 0.01%
75
122
$17.5K 0.01%
191
+2
123
$17.4K 0.01%
5,566
124
$16.5K 0.01%
60
125
$16K 0.01%
1,470
+22
3 4
5
6 7