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
$154M
AUM Growth
+$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$2.08M
2
+$1.27M
3
+$1.08M
4
CRWD icon
CrowdStrike
CRWD
+$1.08M
5
NVMI icon
Nova
NVMI
+$1.07M

Top Sells

1
+$2.97M
2
+$1.55M
3
+$920K
4
DBX icon
Dropbox
DBX
+$919K
5
NVDA icon
NVIDIA
NVDA
+$569K

Sector Composition

1 Technology 19.58%
2 Industrials 11.15%
3 Healthcare 11.07%
4 Consumer Discretionary 9.33%
5 Financials 7.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$5K ﹤0.01%
70
127
$5K ﹤0.01%
128
128
$5K ﹤0.01%
38
129
$5K ﹤0.01%
14
130
$5K ﹤0.01%
72
131
$4K ﹤0.01%
76
132
$4K ﹤0.01%
12
133
$4K ﹤0.01%
24
134
$4K ﹤0.01%
22
135
$4K ﹤0.01%
26
136
$3K ﹤0.01%
100
137
$3K ﹤0.01%
305
+80
138
$3K ﹤0.01%
147
139
$2K ﹤0.01%
+180
140
$2K ﹤0.01%
52
141
$2K ﹤0.01%
55
142
$2K ﹤0.01%
75
143
$1K ﹤0.01%
165
144
$1K ﹤0.01%
17
145
$1K ﹤0.01%
3
146
$1K ﹤0.01%
125
147
$0 ﹤0.01%
3
148
– –
-42,195
149
– –
-14
150
– –
-24
3 4 5
6
7