TVWM

Tower View Wealth Management Portfolio holdings

AUM $193M
1-Year Est. Return 22.35%
This Quarter Est. Return
1 Year Est. Return
+22.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$142M
AUM Growth
-$5.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1
+$1.35M
2
+$1.26M
3
+$896K
4
ASML icon
ASML
ASML
+$470K
5
MCD icon
McDonald's
MCD
+$409K

Top Sells

1
+$3.51M
2
+$2.4M
3
+$1.02M
4
NVDA icon
NVIDIA
NVDA
+$687K
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$273K

Sector Composition

1 Technology 19.38%
2 Healthcare 15.01%
3 Industrials 14.69%
4 Consumer Discretionary 11.86%
5 Financials 7.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$4K ﹤0.01%
75
152
$4K ﹤0.01%
21
153
$4K ﹤0.01%
52
154
$4K ﹤0.01%
65
155
$4K ﹤0.01%
88
156
$4K ﹤0.01%
92
157
$3K ﹤0.01%
231
+228
158
$3K ﹤0.01%
100
-1,833
159
$3K ﹤0.01%
14
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$3K ﹤0.01%
109
161
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7
162
$3K ﹤0.01%
50
163
$3K ﹤0.01%
150
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$3K ﹤0.01%
7
165
$3K ﹤0.01%
27
166
$3K ﹤0.01%
51
167
$3K ﹤0.01%
36
+1
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$3K ﹤0.01%
20
169
$2K ﹤0.01%
11
170
$2K ﹤0.01%
18
171
$2K ﹤0.01%
100
172
$1K ﹤0.01%
+1,000
173
$1K ﹤0.01%
10
174
$1K ﹤0.01%
+43
175
$1K ﹤0.01%
93
4 5 6
7
8