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
$183M
AUM Growth
+$8.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$1.71M
2
+$1.44M
3
+$1.34M
4
AMD icon
Advanced Micro Devices
AMD
+$799K
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$748K

Top Sells

1
+$5.1M
2
+$192K
3
+$186K
4
PG icon
Procter & Gamble
PG
+$161K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$64.3K

Sector Composition

1 Technology 25.23%
2 Industrials 17.81%
3 Healthcare 11.41%
4 Consumer Discretionary 10.22%
5 Financials 6.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$12.8K 0.01%
262
127
$12.7K 0.01%
+73
128
$12.3K 0.01%
6
129
$12.2K 0.01%
75
130
$12.1K 0.01%
50
131
$11.9K 0.01%
150
+1
132
$11.8K 0.01%
80
133
$11.7K 0.01%
44
134
$11.6K 0.01%
309
+3
135
$11.4K 0.01%
44
136
$9.79K 0.01%
216
+65
137
$9.16K 0.01%
204
138
$8.85K ﹤0.01%
136
139
$8.7K ﹤0.01%
27
140
$8.57K ﹤0.01%
50
141
$8.48K ﹤0.01%
2
142
$8K ﹤0.01%
42
143
$7.97K ﹤0.01%
23
144
$7.93K ﹤0.01%
81
145
$7.89K ﹤0.01%
47
146
$7.89K ﹤0.01%
60
+1
147
$7.37K ﹤0.01%
+162
148
$7.16K ﹤0.01%
8
149
$7.01K ﹤0.01%
100
150
$6.42K ﹤0.01%
24
4 5
6
7 8