TVWM

Tower View Wealth Management Portfolio holdings

AUM $202M
1-Year Est. Return 24.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$172M
AUM Growth
-$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$3.64M
2
+$2.76M
3
+$1.84M
4
DECK icon
Deckers Outdoor
DECK
+$1.78M
5
GS icon
Goldman Sachs
GS
+$1.42M

Top Sells

1
+$5.44M
2
+$3.75M
3
+$2.69M
4
UNP icon
Union Pacific
UNP
+$2.18M
5
NVO icon
Novo Nordisk
NVO
+$2.15M

Sector Composition

1 Technology 24.83%
2 Industrials 11.27%
3 Financials 11.19%
4 Consumer Discretionary 9.38%
5 Consumer Staples 8.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$13.1K 0.01%
44
127
$12K 0.01%
72
-9
128
$10.7K 0.01%
313
+3
129
$10.7K 0.01%
+450
130
$9.94K 0.01%
90
131
$9.76K 0.01%
5
-1
132
$9.39K 0.01%
148
+1
133
$9.31K 0.01%
2
134
$8.26K ﹤0.01%
16
-5
135
$8.09K ﹤0.01%
40
136
$7.83K ﹤0.01%
157
+5
137
$7.64K ﹤0.01%
23
138
$7.57K ﹤0.01%
60
139
$7.54K ﹤0.01%
83
140
$7.16K ﹤0.01%
75
141
$6.85K ﹤0.01%
102
-20
142
$6.85K ﹤0.01%
101
+1
143
$6.67K ﹤0.01%
+310
144
$6.5K ﹤0.01%
67
-13
145
$6.4K ﹤0.01%
+232
146
$6.37K ﹤0.01%
40
147
$6.3K ﹤0.01%
137
+2
148
$6.05K ﹤0.01%
92
149
$6K ﹤0.01%
58
150
$5.7K ﹤0.01%
18
-9
4 5
6
7 8