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TVWM

Tower View Wealth Management Portfolio holdings

AUM $227M
1-Year Est. Return 41.04%
This Fund
S&P 500
This Quarter Est. Return
+3.83%
1 Year Est. Return
+41.04%
3 Year Est. Return
+132.14%
5 Year Est. Return
+158.21%
10 Year Est. Return
–
AUM
$202M
AUM Growth
+$8.93M
Cap. Flow
+$5.28M
Cap. Flow %
2.61%
Top 10 Hldgs %
43.06%
Holding
187
New
14
Increased
73
Reduced
39
Closed
11

Top Buys

Rank Stock Value
1
ETN icon
Eaton
ETN
+$3M
2
AVGO icon
Broadcom
AVGO
+$2.94M
3
JPM icon
JPMorgan Chase
JPM
+$2.9M
4
ORCL icon
Oracle
ORCL
+$1.72M
5
TATT icon
TAT Technologies
TATT
+$1.44M

Top Sells

Rank Stock Value
1
HDB icon
HDFC Bank
HDB
+$3.03M
2
HD icon
Home Depot
HD
+$2.67M
3
TSM icon
TSMC
TSM
+$1.38M
4
CARR icon
Carrier Global
CARR
+$948K
5
PWR icon
Quanta Services
PWR
+$907K

Sector Composition

Rank Sector Weight
1 Technology 27.69%
2 Industrials 11.13%
3 Communication Services 9.96%
4 Healthcare 8.08%
5 Financials 8.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
P
151
Everpure Inc
P
$24.3B
$6.03K ﹤0.01%
90
– –
WMB icon
152
Williams Companies
WMB
$85.8B
$5.76K ﹤0.01%
96
+1
+1% +$60
VEA icon
153
Vanguard FTSE Developed Markets ETF
VEA
$225B
$5.51K ﹤0.01%
88
+1
+1% +$61
CAH icon
154
Cardinal Health
CAH
$54.5B
$5.21K ﹤0.01%
25
– –
OTIS icon
155
Otis Worldwide
OTIS
$28B
$5.13K ﹤0.01%
+59
New +$5.28K
BIIB icon
156
Biogen
BIIB
$30.4B
$5.1K ﹤0.01%
29
– –
FLAU icon
157
Franklin FTSE Australia ETF
FLAU
$176M
$5.06K ﹤0.01%
161
-144
-47% -$4.57K
ESGV icon
158
Vanguard ESG US Stock ETF
ESGV
$13B
$5.05K ﹤0.01%
42
– –
SLYV icon
159
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$4.94B
$4.5K ﹤0.01%
49
– –
IONQ icon
160
IonQ
IONQ
$12.6B
$4.49K ﹤0.01%
100
– –
JOBY icon
161
Joby Aviation
JOBY
$7.15B
$3.96K ﹤0.01%
300
– –
ETSY icon
162
Etsy
ETSY
$8.21B
$3.6K ﹤0.01%
65
– –
TYL icon
163
Tyler Technologies
TYL
$13.7B
$3.18K ﹤0.01%
7
– –
ACHR icon
164
Archer Aviation
ACHR
$3.68B
$3.01K ﹤0.01%
400
– –
LOW icon
165
Lowe's Companies
LOW
$122B
$2.93K ﹤0.01%
12
– –
QBTS icon
166
D-Wave Quantum Inc. Common Stock
QBTS
$6.53B
$2.62K ﹤0.01%
100
– –
IWP icon
167
iShares Russell Mid-Cap Growth ETF
IWP
$19.6B
$2.48K ﹤0.01%
18
– –
VIS icon
168
Vanguard Industrials ETF
VIS
$8.22B
$2.42K ﹤0.01%
8
– –
RGTI icon
169
Rigetti Computing
RGTI
$4.83B
$2.21K ﹤0.01%
100
– –
GEV icon
170
GE Vernova
GEV
$251B
$1.96K ﹤0.01%
3
– –
ALH
171
Alliance Laundry Holdings
ALH
$5.34B
$814 ﹤0.01%
+40
New +$961
TIGO icon
172
Millicom
TIGO
$16B
$365 ﹤0.01%
+23
New +$1.16K
CRON
173
Cronos Group
CRON
$1.06B
$263 ﹤0.01%
100
– –
LCID icon
174
Lucid Motors
LCID
$3.08B
$106 ﹤0.01%
10
– –
WBD icon
175
Warner Bros
WBD
$64.2B
$87 ﹤0.01%
3
– –
4 5 6
7
8

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MWM
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ATWA
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CWA
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YRHAM
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Tower View Wealth Management's Q4 2025 Portfolio in Review

As of Q4 2025, Tower View Wealth Management held 187 positions worth $202M, up 4.6% from $193M the previous quarter. Its ten largest holdings account for 43% of the portfolio.

Tower View Wealth Management's Q4 2025 filing shows 14 new, 73 increased, 39 reduced and 11 closed positions. Its largest new stake was Eaton: 8,460 shares worth $2.69M. The largest sale was HDFC Bank, an estimated $3.03M.

By sector, the portfolio is most concentrated in Technology at 28% of assets, down from 28% a quarter earlier, followed by Industrials and Communication Services.

  • Tower View Wealth Management's largest Q4 2025 buy was Eaton: 8,460 shares worth $2.69M.
  • Tower View Wealth Management added most to Broadcom in Q4 2025, an estimated $2.94M increase.
  • Tower View Wealth Management's biggest Q4 2025 reduction was Home Depot, cutting an estimated $2.67M.
  • Tower View Wealth Management fully exited HDFC Bank in Q4 2025, selling an estimated $3.03M.
  • Tower View Wealth Management's ten largest holdings make up 43% of its $202M portfolio in Q4 2025.
  • Tower View Wealth Management opened 14 new positions and closed 11 in Q4 2025.
  • Tower View Wealth Management's portfolio value rose 4.6% quarter-over-quarter to $202M.

Based on Tower View Wealth Management's 13F filing for Q4 2025, filed 23 Jan 2026.