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
$196M
AUM Growth
+$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$3.49M
2
+$2.66M
3
+$1.78M
4
MCD icon
McDonald's
MCD
+$1.64M
5
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$872K

Top Sells

1
+$4.38M
2
+$2.92M
3
+$1.81M
4
CRWD icon
CrowdStrike
CRWD
+$1.48M
5
PTON icon
Peloton Interactive
PTON
+$1.14M

Sector Composition

1 Technology 20.76%
2 Consumer Discretionary 11.89%
3 Healthcare 11.63%
4 Industrials 11.51%
5 Financials 9.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$4K ﹤0.01%
70
177
$4K ﹤0.01%
+10
178
$4K ﹤0.01%
62
179
$3K ﹤0.01%
26
180
$2K ﹤0.01%
93
181
$2K ﹤0.01%
50
182
$1K ﹤0.01%
30
-300
183
$1K ﹤0.01%
4
184
$1K ﹤0.01%
165
185
$1K ﹤0.01%
15
186
$1K ﹤0.01%
+9
187
– –
-16,174
188
– –
-1,000
189
$0 ﹤0.01%
2
190
– –
-500
191
– –
-500
192
– –
-500
193
$0 ﹤0.01%
5
194
– –
-333
195
– –
-1,000
196
– –
-6,003
197
– –
-2,500
198
– –
-500
199
– –
-1,000
200
– –
-1,104
6 7
8
9 10