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
$131M
AUM Growth
-$4.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$2.12M
2
+$589K
3
+$338K
4
RTX icon
RTX Corp
RTX
+$71.5K
5
HD icon
Home Depot
HD
+$65.5K

Top Sells

1
+$1.24M
2
+$927K
3
+$28.9K
4
CNQ icon
Canadian Natural Resources
CNQ
+$25.5K
5
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$17.2K

Sector Composition

1 Industrials 16.62%
2 Technology 15.12%
3 Healthcare 14.19%
4 Consumer Discretionary 11.44%
5 Financials 10.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2K ﹤0.01%
100
152
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+3
153
$2K ﹤0.01%
58
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26
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+30
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$1K ﹤0.01%
93
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10
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30
-56,404
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50
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3
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174
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165
175
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-72
4 5 6
7
8