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
$183M
AUM Growth
+$8.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$1.71M
2
+$1.44M
3
+$1.34M
4
AMD icon
Advanced Micro Devices
AMD
+$799K
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$748K

Top Sells

1
+$5.1M
2
+$192K
3
+$186K
4
PG icon
Procter & Gamble
PG
+$161K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$64.3K

Sector Composition

1 Technology 25.23%
2 Industrials 17.81%
3 Healthcare 11.41%
4 Consumer Discretionary 10.22%
5 Financials 6.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$3.61K ﹤0.01%
65
177
$3.4K ﹤0.01%
+59
178
$3.18K ﹤0.01%
27
179
$3.03K ﹤0.01%
+73
180
$2.97K ﹤0.01%
15
181
$2.88K ﹤0.01%
40
182
$2.47K ﹤0.01%
109
183
$2.37K ﹤0.01%
+27
184
$2.11K ﹤0.01%
18
185
$2.08K ﹤0.01%
8
186
$1.59K ﹤0.01%
48
187
$1.58K ﹤0.01%
+220
188
$765 ﹤0.01%
3
189
$643 ﹤0.01%
+7
190
$569 ﹤0.01%
+100
191
$384 ﹤0.01%
+17
192
$353 ﹤0.01%
10
193
$219 ﹤0.01%
100
194
$25 ﹤0.01%
3
195
– –
-25
196
– –
-1,043
197
– –
-52
4 5 6 7
8