TVWM
Tower View Wealth Management Portfolio holdings
AUM
$195M
1-Year Est. Return
29.88%
This Fund
S&P 500
1 Year Est. Return
+29.88%
AUM
$195M
AUM Growth
-$7.45M
(-3.7%)
Holding
208
Top Buys
| 1 | +$1.77M | |
| 2 | +$1.6M | |
| 3 | +$1.6M | |
| 4 |
Advanced Micro Devices
AMD
|
+$1.43M |
| 5 |
United Therapeutics
UTHR
|
+$1.32M |
Top Sells
| 1 | +$3.06M | |
| 2 | +$2.77M | |
| 3 | +$1.97M | |
| 4 |
TAT Technologies
TATT
|
+$1.57M |
| 5 |
NVMI
Nova
NVMI
|
+$1.38M |
Sector Composition
| 1 | Technology | 28.68% |
| 2 | Industrials | 10.98% |
| 3 | Communication Services | 9.3% |
| 4 | Healthcare | 7.9% |
| 5 | Consumer Staples | 7.04% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
CRON
201
Cronos Group
CRON
$1.01B
| $251 | ﹤0.01% |
100
|
|
||
202
Lucid Motors
LCID
$2.26B
| $96 | ﹤0.01% |
10
|
|
||
203
Warner Bros
WBD
$67.8B
| $83 | ﹤0.01% |
3
|
|
||
|
CGC
204
Canopy Growth
CGC
$436M
| $2 | ﹤0.01% |
2
|
|
||
205
Badger Meter
BMI
$3.8B
| – | – |
-15,887
|
|
||
206
Salesforce
CRM
$156B
| – | – |
-61
|
|
||
207
iShares Russell Mid-Cap Growth ETF
IWP
$20.4B
| – | – |
-18
|
|
||
|
208
TAT Technologies
TATT
$557M
| – | – |
-35,102
|
|