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
$154M
AUM Growth
+$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$2.08M
2
+$1.27M
3
+$1.08M
4
CRWD icon
CrowdStrike
CRWD
+$1.08M
5
NVMI icon
Nova
NVMI
+$1.07M

Top Sells

1
+$2.97M
2
+$1.55M
3
+$920K
4
DBX icon
Dropbox
DBX
+$919K
5
NVDA icon
NVIDIA
NVDA
+$569K

Sector Composition

1 Technology 19.58%
2 Industrials 11.15%
3 Healthcare 11.07%
4 Consumer Discretionary 9.33%
5 Financials 7.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.43M 2.88%
54,610
-155
2
$4.28M 2.79%
8,731
-39
3
$4.28M 2.79%
15,410
+75
4
$4M 2.61%
28,899
+308
5
$3.97M 2.58%
20,147
-165
6
$3.96M 2.57%
25,120
-2,820
7
$3.94M 2.56%
11,757
-304
8
$3.87M 2.52%
19,352
+76
9
$3.84M 2.5%
25,950
+622
10
$3.74M 2.44%
17,790
-38
11
$3.71M 2.41%
32,309
+218
12
$3.61M 2.35%
31,201
-7,947
13
$3.56M 2.32%
16,543
-1,009
14
$3.45M 2.25%
15,173
-295
15
$3.45M 2.25%
19,097
+62
16
$3.41M 2.22%
20,071
+41
17
$3.21M 2.09%
8,362
+344
18
$3.2M 2.09%
40,128
+210
19
$3.1M 2.02%
39,197
+957
20
$3M 1.96%
21,615
+734
21
$3M 1.95%
9,606
+121
22
$2.98M 1.94%
34,695
+5,990
23
$2.76M 1.8%
59,211
+5,718
24
$2.75M 1.79%
21,360
+953
25
$2.58M 1.68%
20,807
+75
1
2 3 4 5