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
$195M
AUM Growth
-$7.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1 +$1.77M
2 +$1.6M
3 +$1.6M
4
AMD icon
Advanced Micro Devices
AMD
+$1.43M
5
UTHR icon
United Therapeutics
UTHR
+$1.32M

Top Sells

1 +$3.06M
2 +$2.77M
3 +$1.97M
4
TATT icon
TAT Technologies
TATT
+$1.57M
5
NVMI
Nova
NVMI
+$1.38M

Sector Composition

1 Technology 28.68%
2 Industrials 10.98%
3 Communication Services 9.3%
4 Healthcare 7.9%
5 Consumer Staples 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
LOW icon
126
Lowe's Companies
LOW
$116B
$18.9K 0.01%
80
+68
SO icon
127
Southern Company
SO
$102B
$18.9K 0.01%
196
+2
SPDW icon
128
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$40.7B
$18.1K 0.01%
396
VXUS icon
129
Vanguard Total International Stock ETF
VXUS
$151B
$17.9K 0.01%
+232
SSD icon
130
Simpson Manufacturing
SSD
$7.74B
$17.7K 0.01%
103
F icon
131
Ford
F
$62.6B
$17.6K 0.01%
1,523
+17
SCHD icon
132
Schwab US Dividend Equity ETF
SCHD
$94.4B
$17.3K 0.01%
563
+4
IEFA icon
133
iShares Core MSCI EAFE ETF
IEFA
$185B
$16.6K 0.01%
183
VOE icon
134
Vanguard Mid-Cap Value ETF
VOE
$22.6B
$16K 0.01%
87
CMG icon
135
Chipotle Mexican Grill
CMG
$36.9B
$16K 0.01%
500
EWU icon
136
iShares MSCI United Kingdom ETF
EWU
$3.42B
$15.8K 0.01%
346
CRWV
137
CoreWeave Inc
CRWV
$60.5B
$15.5K 0.01%
200
DGRO icon
138
iShares Core Dividend Growth ETF
DGRO
$40.6B
$15.4K 0.01%
220
LIN icon
139
Linde
LIN
$235B
$12.4K 0.01%
+25
ZBH icon
140
Zimmer Biomet
ZBH
$16.4B
$11.8K 0.01%
130
VTV icon
141
Vanguard Value ETF
VTV
$179B
$11.5K 0.01%
59
-7
EWS icon
142
iShares MSCI Singapore ETF
EWS
$789M
$11.3K 0.01%
401
HON icon
143
Honeywell
HON
$141B
$11.1K 0.01%
+49
CMCSA icon
144
Comcast
CMCSA
$84B
$10.9K 0.01%
379
+4
ECL icon
145
Ecolab
ECL
$72B
$10.6K 0.01%
+40
QUS icon
146
State Street SPDR MSCI USA StrategicFactors ETF
QUS
$1.62B
$10.4K 0.01%
61
KLAC icon
147
KLA
KLAC
$278B
$10.4K 0.01%
7
CEG icon
148
Constellation Energy
CEG
$96B
$9.86K 0.01%
35
IWS icon
149
iShares Russell Mid-Cap Value ETF
IWS
$15.4B
$8.9K ﹤0.01%
61
GD icon
150
General Dynamics
GD
$91.1B
$8.58K ﹤0.01%
+25