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
$193M
AUM Growth
+$371K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$1.84M
2
+$1.66M
3
+$850K
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$388K
5
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$352K

Top Sells

1
+$4.86M
2
+$2.31M
3
+$2.09M
4
DECK icon
Deckers Outdoor
DECK
+$1.15M
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$537K

Sector Composition

1 Technology 27.89%
2 Industrials 10.85%
3 Financials 9%
4 Consumer Discretionary 8.79%
5 Communication Services 8.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$4.93K ﹤0.01%
42
152
$4.84K ﹤0.01%
+300
153
$4.66K ﹤0.01%
15
154
$4.35K ﹤0.01%
49
155
$4.32K ﹤0.01%
65
156
$4.17K ﹤0.01%
33
157
$4.06K ﹤0.01%
29
158
$3.97K ﹤0.01%
25
159
$3.96K ﹤0.01%
88
160
$3.83K ﹤0.01%
+400
161
$3.66K ﹤0.01%
7
162
$3.04K ﹤0.01%
12
-12
163
$2.98K ﹤0.01%
+100
164
$2.84K ﹤0.01%
41
-1,300
165
$2.57K ﹤0.01%
18
166
$2.47K ﹤0.01%
+100
167
$2.4K ﹤0.01%
8
168
$1.85K ﹤0.01%
3
169
$362 ﹤0.01%
5
170
$278 ﹤0.01%
100
171
$238 ﹤0.01%
10
172
$59 ﹤0.01%
3
173
$3 ﹤0.01%
2
174
– –
0
175
– –
-1,545
4 5 6
7
8