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
$195M
AUM Growth
-$7.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1 +$1.77M
2 +$1.6M
3 +$1.6M
4
AMD icon
Advanced Micro Devices
AMD
+$1.43M
5
UTHR icon
United Therapeutics
UTHR
+$1.32M

Top Sells

1 +$3.06M
2 +$2.77M
3 +$1.97M
4
TATT icon
TAT Technologies
TATT
+$1.57M
5
NVMI
Nova
NVMI
+$1.38M

Sector Composition

1 Technology 28.68%
2 Industrials 10.98%
3 Communication Services 9.3%
4 Healthcare 7.9%
5 Consumer Staples 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
KDP icon
151
Keurig Dr Pepper
KDP
$41.6B
$8.49K ﹤0.01%
322
+2
VRSK icon
152
Verisk Analytics
VRSK
$23.4B
$8.41K ﹤0.01%
44
EMR icon
153
Emerson Electric
EMR
$78.9B
$8.26K ﹤0.01%
+63
SPTM icon
154
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$13.6B
$8.05K ﹤0.01%
102
SCHE icon
155
Schwab Emerging Markets Equity ETF
SCHE
$12.8B
$7.87K ﹤0.01%
239
SCHB icon
156
Schwab US Broad Market ETF
SCHB
$43.2B
$7.87K ﹤0.01%
313
+1
XLF icon
157
State Street Financial Select Sector SPDR ETF
XLF
$49.1B
$7.63K ﹤0.01%
154
XLC icon
158
State Street Communication Services Select Sector SPDR ETF
XLC
$24.3B
$7.56K ﹤0.01%
68
WMB icon
159
Williams Companies
WMB
$87.6B
$7.03K ﹤0.01%
97
+1
EXC icon
160
Exelon
EXC
$46.1B
$6.94K ﹤0.01%
142
+2
ORLY icon
161
O'Reilly Automotive
ORLY
$72.4B
$6.92K ﹤0.01%
75
SPGI icon
162
S&P Global
SPGI
$122B
$6.81K ﹤0.01%
+16
IBKR icon
163
Interactive Brokers
IBKR
$38.8B
$6.71K ﹤0.01%
+100
HUBS icon
164
HubSpot
HUBS
$11.4B
$6.59K ﹤0.01%
27
CI icon
165
Cigna
CI
$71.6B
$6.33K ﹤0.01%
24
FTEC icon
166
Fidelity MSCI Information Technology Index ETF
FTEC
$21.6B
$6.29K ﹤0.01%
30
UL icon
167
Unilever
UL
$120B
$5.87K ﹤0.01%
103
NKE icon
168
Nike
NKE
$64.9B
$5.79K ﹤0.01%
110
-40
VEA icon
169
Vanguard FTSE Developed Markets ETF
VEA
$230B
$5.66K ﹤0.01%
88
AFL icon
170
Aflac
AFL
$58.3B
$5.49K ﹤0.01%
+50
CAH icon
171
Cardinal Health
CAH
$45.9B
$5.37K ﹤0.01%
25
BIIB icon
172
Biogen
BIIB
$28.9B
$5.32K ﹤0.01%
29
P
173
Everpure Inc
P
$26.9B
$5.31K ﹤0.01%
90
FLAU icon
174
Franklin FTSE Australia ETF
FLAU
$85.1M
$5.3K ﹤0.01%
161
WRB icon
175
W.R. Berkley
WRB
$24.3B
$5.04K ﹤0.01%
+76