TVWM

Tower View Wealth Management Portfolio holdings

AUM $195M
1-Year Est. Return 29.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$193M
AUM Growth
+$371K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$1.84M
2
+$1.66M
3
+$850K
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$388K
5
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$352K

Top Sells

1
+$4.86M
2
+$2.31M
3
+$2.09M
4
DECK icon
Deckers Outdoor
DECK
+$1.15M
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$537K

Sector Composition

1 Technology 27.89%
2 Industrials 10.85%
3 Financials 9%
4 Consumer Discretionary 8.79%
5 Communication Services 8.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$11.1K 0.01%
44
127
$11K 0.01%
50
128
$10.3K 0.01%
60
129
$9.82K 0.01%
305
130
$8.46K ﹤0.01%
61
+1
131
$8.25K ﹤0.01%
153
132
$8.17K ﹤0.01%
101
133
$8.09K ﹤0.01%
317
+2
134
$8.09K ﹤0.01%
75
135
$8.02K ﹤0.01%
68
136
$8.01K ﹤0.01%
311
137
$7.75K ﹤0.01%
232
138
$7.72K ﹤0.01%
84
139
$7.63K ﹤0.01%
7
140
$7.54K ﹤0.01%
90
-10
141
$7.43K ﹤0.01%
50
142
$7.36K ﹤0.01%
40
143
$7.31K ﹤0.01%
100
144
$6.76K ﹤0.01%
23
145
$6.7K ﹤0.01%
30
146
$6.26K ﹤0.01%
139
+1
147
$6.15K ﹤0.01%
+100
148
$6.02K ﹤0.01%
95
+1
149
$5.25K ﹤0.01%
19
+1
150
$5.2K ﹤0.01%
87
+1
4 5
6
7 8