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
$171M
AUM Growth
+$9.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$2.16M
2
+$1.62M
3
+$1.24M
4
ARM icon
Arm
ARM
+$978K
5
QCOM icon
Qualcomm
QCOM
+$286K

Top Sells

1
+$4.82M
2
+$4.17M
3
+$1.48M
4
LLY icon
Eli Lilly
LLY
+$1.2M
5
HSY icon
Hershey
HSY
+$579K

Sector Composition

1 Technology 27.33%
2 Healthcare 15.48%
3 Industrials 12.11%
4 Consumer Discretionary 11.52%
5 Financials 7.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
– –
-65
202
– –
-142
203
– –
-1,000
5 6 7 8
9