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
$171M
AUM Growth
+$9.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$2.18M
2
+$1.67M
3
+$1.35M
4
ARM icon
Arm
ARM
+$1.15M
5
QCOM icon
Qualcomm
QCOM
+$313K

Top Sells

1
+$4.82M
2
+$4.76M
3
+$1.84M
4
LLY icon
Eli Lilly
LLY
+$1.32M
5
VDC icon
Vanguard Consumer Staples ETF
VDC
+$599K

Sector Composition

1 Technology 27.33%
2 Healthcare 15.48%
3 Industrials 12.11%
4 Consumer Discretionary 11.52%
5 Financials 7.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$6.25K ﹤0.01%
29
152
$6.1K ﹤0.01%
8
153
$5.98K ﹤0.01%
23
154
$5.73K ﹤0.01%
58
155
$5.64K ﹤0.01%
75
156
$5.59K ﹤0.01%
50
-17
157
$5.47K ﹤0.01%
+67
158
$5.38K ﹤0.01%
15
159
$5.31K ﹤0.01%
92
160
$5.21K ﹤0.01%
15
-4
161
$5.1K ﹤0.01%
88
162
$5.04K ﹤0.01%
134
163
$4.89K ﹤0.01%
7
164
$4.47K ﹤0.01%
65
165
$4.43K ﹤0.01%
73
-2
166
$4.33K ﹤0.01%
+16
167
$3.98K ﹤0.01%
+48
168
$3.97K ﹤0.01%
+25
169
$3.93K ﹤0.01%
32
-8
170
$3.86K ﹤0.01%
50
171
$3.81K ﹤0.01%
36
172
$3.73K ﹤0.01%
100
173
$3.7K ﹤0.01%
51
174
$3.59K ﹤0.01%
92
175
$3.27K ﹤0.01%
32
5 6
7
8 9