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
$183M
AUM Growth
+$8.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$1.71M
2
+$1.44M
3
+$1.34M
4
AMD icon
Advanced Micro Devices
AMD
+$799K
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$748K

Top Sells

1
+$5.1M
2
+$192K
3
+$186K
4
PG icon
Procter & Gamble
PG
+$161K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$64.3K

Sector Composition

1 Technology 25.23%
2 Industrials 17.81%
3 Healthcare 11.41%
4 Consumer Discretionary 10.22%
5 Financials 6.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$6.18K ﹤0.01%
+63
152
$6.06K ﹤0.01%
67
153
$6K ﹤0.01%
58
154
$6K ﹤0.01%
92
155
$5.76K ﹤0.01%
75
156
$5.62K ﹤0.01%
29
157
$5.53K ﹤0.01%
50
158
$5.43K ﹤0.01%
134
159
$5.42K ﹤0.01%
7
160
$4.81K ﹤0.01%
+92
161
$4.78K ﹤0.01%
15
162
$4.76K ﹤0.01%
+32
163
$4.61K ﹤0.01%
88
164
$4.57K ﹤0.01%
73
165
$4.29K ﹤0.01%
32
166
$4.2K ﹤0.01%
92
167
$4.19K ﹤0.01%
41
168
$4.17K ﹤0.01%
48
169
$4.09K ﹤0.01%
7
170
$4.08K ﹤0.01%
100
171
$4.06K ﹤0.01%
15
172
$4.01K ﹤0.01%
50
173
$3.89K ﹤0.01%
+44
174
$3.76K ﹤0.01%
36
175
$3.75K ﹤0.01%
16
4 5 6
7
8