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
$154M
AUM Growth
+$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$2.11M
2
+$1.13M
3
+$1.05M
4
WORK
Slack Technologies, Inc.
WORK
+$1.02M
5
QGEN icon
Qiagen
QGEN
+$1.01M

Top Sells

1
+$2.76M
2
+$1.41M
3
+$919K
4
AAPL icon
Apple
AAPL
+$867K
5
NVDA icon
NVIDIA
NVDA
+$490K

Sector Composition

1 Technology 19.58%
2 Industrials 11.15%
3 Healthcare 11.07%
4 Consumer Discretionary 9.33%
5 Financials 7.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-3,099
152
– –
-10
153
$0 ﹤0.01%
83
154
– –
-60
3 4 5 6
7