TVWM

Tower View Wealth Management Portfolio holdings

AUM $195M
1-Year Est. Return 29.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$193M
AUM Growth
+$371K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$1.84M
2
+$1.66M
3
+$850K
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$388K
5
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$352K

Top Sells

1
+$4.86M
2
+$2.31M
3
+$2.09M
4
DECK icon
Deckers Outdoor
DECK
+$1.15M
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$537K

Sector Composition

1 Technology 27.89%
2 Industrials 10.85%
3 Financials 9%
4 Consumer Discretionary 8.79%
5 Communication Services 8.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$26K 0.01%
1,010
-1,404
102
$25.7K 0.01%
116
-204
103
$25.1K 0.01%
5,566
104
$24.5K 0.01%
400
105
$23.5K 0.01%
196
106
$21.5K 0.01%
881
+9
107
$21.2K 0.01%
383
108
$19.6K 0.01%
500
109
$19.5K 0.01%
75
110
$18.2K 0.01%
192
+1
111
$17.8K 0.01%
1,489
+19
112
$17.2K 0.01%
103
113
$16.6K 0.01%
389
114
$16.1K 0.01%
384
115
$15.7K 0.01%
180
116
$15.3K 0.01%
81
+1
117
$15.2K 0.01%
81
118
$15.1K 0.01%
553
+5
119
$14.3K 0.01%
61
+1
120
$13K 0.01%
458
121
$12.8K 0.01%
130
122
$11.7K 0.01%
5
123
$11.7K 0.01%
371
+4
124
$11.6K 0.01%
35
125
$11.4K 0.01%
73
-1,122
3 4
5
6 7