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
$193M
AUM Growth
+$21.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$2.43M
2
+$2.38M
3
+$1.54M
4
SPOT icon
Spotify
SPOT
+$1.06M
5
GRMN icon
Garmin
GRMN
+$498K

Top Sells

1
+$4.76M
2
+$3.09M
3
+$2.62M
4
UBER icon
Uber
UBER
+$1.78M
5
VUG icon
Vanguard Growth ETF
VUG
+$852K

Sector Composition

1 Technology 28.05%
2 Industrials 11.04%
3 Financials 9.24%
4 Consumer Discretionary 9.01%
5 Consumer Staples 8.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$7.47K ﹤0.01%
84
+1
152
$7.4K ﹤0.01%
303
+171
153
$7.4K ﹤0.01%
311
+1
154
$7.33K ﹤0.01%
68
+1
155
$7.09K ﹤0.01%
103
+1
156
$7K ﹤0.01%
232
157
$6.91K ﹤0.01%
100
158
$6.77K ﹤0.01%
70
-20
159
$6.76K ﹤0.01%
75
160
$6.32K ﹤0.01%
7
161
$5.99K ﹤0.01%
138
+1
162
$5.94K ﹤0.01%
30
163
$5.92K ﹤0.01%
94
164
$5.78K ﹤0.01%
58
165
$5.77K ﹤0.01%
50
166
$5.76K ﹤0.01%
100
167
$5.35K ﹤0.01%
+75
168
$5.33K ﹤0.01%
24
169
$5.27K ﹤0.01%
15
170
$5.15K ﹤0.01%
18
171
$4.92K ﹤0.01%
86
-414
172
$4.75K ﹤0.01%
33
+1
173
$4.56K ﹤0.01%
42
+1
174
$4.32K ﹤0.01%
88
175
$4.23K ﹤0.01%
25
5 6
7
8 9