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
$174M
AUM Growth
+$3.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$3.23M
2
+$2.15M
3
+$1.62M
4
VUG icon
Vanguard Growth ETF
VUG
+$1.42M
5
AVAV icon
AeroVironment
AVAV
+$1.31M

Top Sells

1
+$3.81M
2
+$3.75M
3
+$3.52M
4
ADI icon
Analog Devices
ADI
+$2.62M
5
LULU icon
lululemon athletica
LULU
+$2.27M

Sector Composition

1 Technology 26.53%
2 Healthcare 14.63%
3 Industrials 14.08%
4 Consumer Discretionary 9.41%
5 Financials 6.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.88K ﹤0.01%
8
177
$1.77K ﹤0.01%
109
178
$1.33K ﹤0.01%
48
179
$515 ﹤0.01%
+3
180
$261 ﹤0.01%
10
181
$233 ﹤0.01%
100
182
$23 ﹤0.01%
3
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