TVWM

Tower View Wealth Management Portfolio holdings

AUM $193M
1-Year Est. Return 22.35%
This Quarter Est. Return
1 Year Est. Return
+22.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$171M
AUM Growth
+$9.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$2.18M
2
+$1.67M
3
+$1.35M
4
ARM icon
Arm
ARM
+$1.15M
5
QCOM icon
Qualcomm
QCOM
+$313K

Top Sells

1
+$4.82M
2
+$4.76M
3
+$1.84M
4
LLY icon
Eli Lilly
LLY
+$1.32M
5
VDC icon
Vanguard Consumer Staples ETF
VDC
+$599K

Sector Composition

1 Technology 27.33%
2 Healthcare 15.48%
3 Industrials 12.11%
4 Consumer Discretionary 11.52%
5 Financials 7.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$3.13K ﹤0.01%
16
-5
177
$3.04K ﹤0.01%
+48
178
$3.03K ﹤0.01%
15
-6
179
$2.98K ﹤0.01%
27
180
$2.98K ﹤0.01%
7
181
$2.91K ﹤0.01%
109
182
$2.41K ﹤0.01%
60
183
$2.32K ﹤0.01%
+71
184
$2.06K ﹤0.01%
18
185
$1.95K ﹤0.01%
+8
186
$1.74K ﹤0.01%
+34
187
$1.47K ﹤0.01%
24
188
$1.32K ﹤0.01%
48
189
$819 ﹤0.01%
93
190
$285 ﹤0.01%
10
191
$261 ﹤0.01%
100
192
$27 ﹤0.01%
3
193
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195
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198
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200
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5 6 7
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