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
$193M
AUM Growth
+$21.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$2.43M
2
+$2.38M
3
+$1.54M
4
SPOT icon
Spotify
SPOT
+$1.06M
5
GRMN icon
Garmin
GRMN
+$498K

Top Sells

1
+$4.76M
2
+$3.09M
3
+$2.62M
4
UBER icon
Uber
UBER
+$1.78M
5
VUG icon
Vanguard Growth ETF
VUG
+$852K

Sector Composition

1 Technology 28.05%
2 Industrials 11.04%
3 Financials 9.24%
4 Consumer Discretionary 9.01%
5 Consumer Staples 8.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$15.9K 0.01%
103
+1
127
$15.7K 0.01%
389
+7
128
$15.2K 0.01%
384
+8
129
$15K 0.01%
27
130
$15K 0.01%
180
+3
131
$14.5K 0.01%
548
+6
132
$14.3K 0.01%
81
-8
133
$14.2K 0.01%
80
134
$13.7K 0.01%
44
135
$13.1K 0.01%
367
+3
136
$13.1K 0.01%
5
137
$11.9K 0.01%
458
+8
138
$11.9K 0.01%
130
139
$11.7K 0.01%
2
140
$11.4K 0.01%
220
-78
141
$11.4K 0.01%
35
-5
142
$10.4K 0.01%
315
+2
143
$9.85K 0.01%
60
-74
144
$9.47K ﹤0.01%
305
-213
145
$9.13K ﹤0.01%
92
146
$8.22K ﹤0.01%
40
147
$8K ﹤0.01%
153
-4
148
$7.97K ﹤0.01%
60
149
$7.72K ﹤0.01%
23
150
$7.56K ﹤0.01%
101
4 5
6
7 8