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
$193M
AUM Growth
+$21.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$2.43M
2
+$2.38M
3
+$1.54M
4
SPOT icon
Spotify
SPOT
+$1.06M
5
GRMN icon
Garmin
GRMN
+$498K

Top Sells

1
+$4.76M
2
+$3.09M
3
+$2.62M
4
UBER icon
Uber
UBER
+$1.78M
5
VUG icon
Vanguard Growth ETF
VUG
+$852K

Sector Composition

1 Technology 28.05%
2 Industrials 11.04%
3 Financials 9.24%
4 Consumer Discretionary 9.01%
5 Consumer Staples 8.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$4.15K ﹤0.01%
7
177
$3.93K ﹤0.01%
178
+73
178
$3.9K ﹤0.01%
49
-17
179
$3.64K ﹤0.01%
29
180
$3.26K ﹤0.01%
65
181
$3.15K ﹤0.01%
15
182
$2.93K ﹤0.01%
16
183
$2.64K ﹤0.01%
109
184
$2.57K ﹤0.01%
27
185
$2.5K ﹤0.01%
18
186
$2.26K ﹤0.01%
8
187
$1.84K ﹤0.01%
+73
188
$1.59K ﹤0.01%
3
189
$340 ﹤0.01%
5
190
$211 ﹤0.01%
10
191
$191 ﹤0.01%
100
192
$35 ﹤0.01%
3
193
$3 ﹤0.01%
2
194
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-74
195
– –
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196
– –
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197
– –
-2,647
198
– –
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199
– –
-96
200
– –
-24,408
5 6 7
8
9