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
$100M
AUM Growth
-$8.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$1.75M
2
+$663K
3
+$608K
4
NVDA icon
NVIDIA
NVDA
+$464K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$447K

Top Sells

1
+$5.51M
2
+$1.77M
3
+$1.59M
4
SAP icon
SAP
SAP
+$1.24M
5
PARA
Paramount Global Class B
PARA
+$1.2M

Sector Composition

1 Industrials 18.2%
2 Financials 13.49%
3 Technology 7.32%
4 Consumer Staples 6.87%
5 Healthcare 5.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2K ﹤0.01%
31
127
$2K ﹤0.01%
95
128
$1K ﹤0.01%
225
129
$1K ﹤0.01%
83
130
$1K ﹤0.01%
7
-3,936
131
– –
-750
132
$0 ﹤0.01%
6
133
– –
-5
134
– –
-10
135
– –
-12,625
136
– –
-34,854
137
– –
-75
138
– –
-186
139
– –
-20,362
140
– –
-10,990
141
– –
-27,513
142
– –
-14,217
143
– –
-60
2 3 4 5
6