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
$171M
AUM Growth
+$9.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$2.18M
2
+$1.67M
3
+$1.35M
4
ARM icon
Arm
ARM
+$1.15M
5
QCOM icon
Qualcomm
QCOM
+$313K

Top Sells

1
+$4.82M
2
+$4.76M
3
+$1.84M
4
LLY icon
Eli Lilly
LLY
+$1.32M
5
VDC icon
Vanguard Consumer Staples ETF
VDC
+$599K

Sector Composition

1 Technology 27.33%
2 Healthcare 15.48%
3 Industrials 12.11%
4 Consumer Discretionary 11.52%
5 Financials 7.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$12.7K 0.01%
80
-37
127
$12.3K 0.01%
142
-312
128
$12.2K 0.01%
276
129
$11.7K 0.01%
262
130
$11.3K 0.01%
148
131
$11K 0.01%
77
132
$10.6K 0.01%
80
133
$10.3K 0.01%
44
-5
134
$9.33K 0.01%
304
+2
135
$9.07K 0.01%
6
136
$8.56K 0.01%
204
137
$8.35K ﹤0.01%
23
138
$8.13K ﹤0.01%
44
139
$8.09K ﹤0.01%
52
140
$7.68K ﹤0.01%
27
141
$7.48K ﹤0.01%
42
142
$7.42K ﹤0.01%
59
143
$7.27K ﹤0.01%
2
144
$7.26K ﹤0.01%
47
+1
145
$7.11K ﹤0.01%
409
+3
146
$6.83K ﹤0.01%
136
147
$6.82K ﹤0.01%
50
148
$6.59K ﹤0.01%
+42
149
$6.42K ﹤0.01%
+100
150
$6.36K ﹤0.01%
+151
4 5
6
7 8