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
$196M
AUM Growth
+$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$3.44M
2
+$2.67M
3
+$1.98M
4
MCD icon
McDonald's
MCD
+$1.74M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$887K

Top Sells

1
+$4.38M
2
+$2.81M
3
+$1.62M
4
CRWD icon
CrowdStrike
CRWD
+$1.48M
5
PTON icon
Peloton Interactive
PTON
+$1.14M

Sector Composition

1 Technology 20.76%
2 Consumer Discretionary 11.89%
3 Healthcare 11.63%
4 Industrials 11.51%
5 Financials 9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.7M 3.41%
16,135
+70
2
$6.28M 3.2%
18,675
-257
3
$6.1M 3.11%
50,724
+260
4
$6.07M 3.09%
34,161
+27
5
$5.98M 3.05%
34,422
-27
6
$5.45M 2.77%
42,027
+163
7
$5.38M 2.74%
10,721
+153
8
$4.83M 2.46%
33,380
-500
9
$4.72M 2.41%
16,754
+6
10
$4.64M 2.36%
8,181
+6
11
$4.51M 2.3%
16,318
+180
12
$4.51M 2.3%
9,486
-330
13
$4.49M 2.29%
24,710
+125
14
$4.44M 2.26%
7,826
+49
15
$4.43M 2.26%
26,560
+140
16
$4.41M 2.24%
149,800
-12,330
17
$4.41M 2.24%
37,662
+680
18
$4.39M 2.24%
17,417
+335
19
$4.31M 2.2%
12,566
+139
20
$4.24M 2.16%
19,578
+153
21
$3.75M 1.91%
10,635
+53
22
$3.73M 1.9%
12,806
+492
23
$3.66M 1.87%
11,407
+85
24
$3.54M 1.8%
18,779
+685
25
$3.5M 1.78%
20,392
+36
1
2 3 4 5