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
$189M
AUM Growth
+$6.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$3.6M
2
+$3.27M
3
+$3.19M
4
UBER icon
Uber
UBER
+$1.71M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$1.21M

Top Sells

1
+$3.09M
2
+$2.35M
3
+$1.94M
4
UNP icon
Union Pacific
UNP
+$549K
5
TSLA icon
Tesla
TSLA
+$422K

Sector Composition

1 Technology 24.82%
2 Industrials 16.97%
3 Consumer Discretionary 10.85%
4 Healthcare 9.38%
5 Financials 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$2.51K ﹤0.01%
40
177
$2.45K ﹤0.01%
109
178
$2.28K ﹤0.01%
18
179
$2.04K ﹤0.01%
8
180
$1.89K ﹤0.01%
+19
181
$1.78K ﹤0.01%
+18
182
$1.75K ﹤0.01%
18
-18
183
$1.63K ﹤0.01%
38
-16
184
$1.56K ﹤0.01%
48
185
$1.42K ﹤0.01%
+61
186
$1.32K ﹤0.01%
+12
187
$1.19K ﹤0.01%
+9
188
$1.16K ﹤0.01%
+20
189
$987 ﹤0.01%
3
190
$813 ﹤0.01%
+12
191
$758 ﹤0.01%
+18
192
$425 ﹤0.01%
+5
193
$423 ﹤0.01%
+4
194
$302 ﹤0.01%
10
195
$202 ﹤0.01%
100
196
$32 ﹤0.01%
3
197
– –
-17
198
– –
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199
– –
-16
200
– –
-50
5 6 7
8
9