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
$100M
AUM Growth
-$8.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$1.75M
2
+$663K
3
+$608K
4
NVDA icon
NVIDIA
NVDA
+$464K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$447K

Top Sells

1
+$5.51M
2
+$1.77M
3
+$1.59M
4
SAP icon
SAP
SAP
+$1.24M
5
PARA
Paramount Global Class B
PARA
+$1.2M

Sector Composition

1 Industrials 18.2%
2 Financials 13.49%
3 Technology 7.32%
4 Consumer Staples 6.87%
5 Healthcare 5.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.58M 4.57%
13,389
+565
2
$3.38M 3.38%
12,856
+840
3
$2.85M 2.85%
22,242
+68
4
$2.8M 2.8%
17,066
+384
5
$2.71M 2.71%
46,970
+235
6
$2.66M 2.66%
24,409
+260
7
$2.55M 2.55%
12,786
-553
8
$2.42M 2.42%
29,359
-604
9
$2.42M 2.42%
17,080
+204
10
$2.37M 2.36%
50,856
-4,950
11
$2.34M 2.34%
19,559
-214
12
$2.31M 2.31%
29,142
+252
13
$2.19M 2.19%
52,288
-244
14
$2.1M 2.1%
13,921
+10
15
$2.09M 2.09%
6,176
-461
16
$2.03M 2.03%
28,020
-3,140
17
$1.99M 1.99%
38,072
-4,177
18
$1.85M 1.85%
8,118
+111
19
$1.82M 1.82%
16,549
+310
20
$1.79M 1.79%
11,437
+13
21
$1.79M 1.79%
28,123
+258
22
$1.75M 1.75%
+8,127
23
$1.72M 1.71%
9,626
+184
24
$1.68M 1.68%
289,840
+80,120
25
$1.63M 1.63%
7,553
+113
1
2 3 4 5