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
$131M
AUM Growth
-$4.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1 +$2.12M
2 +$589K
3 +$338K
4
RTX icon
RTX Corp
RTX
+$71.5K
5
HD icon
Home Depot
HD
+$65.5K

Sector Composition

1 Industrials 16.62%
2 Technology 15.12%
3 Healthcare 14.19%
4 Consumer Discretionary 11.44%
5 Financials 10.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$0 ﹤0.01%
3
177
$0 ﹤0.01%
+3