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
$183M
AUM Growth
+$8.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$1.71M
2
+$1.44M
3
+$1.34M
4
AMD icon
Advanced Micro Devices
AMD
+$799K
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$748K

Top Sells

1
+$5.1M
2
+$192K
3
+$186K
4
PG icon
Procter & Gamble
PG
+$161K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$64.3K

Sector Composition

1 Technology 25.23%
2 Industrials 17.81%
3 Healthcare 11.41%
4 Consumer Discretionary 10.22%
5 Financials 6.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.9M 4.87%
10,050
-28
2
$7.93M 4.34%
45,654
-370
3
$7.61M 4.17%
17,690
+109
4
$6.88M 3.76%
30,825
+135
5
$6.55M 3.59%
53,962
+2
6
$6.46M 3.54%
15,939
+14
7
$6.11M 3.34%
6,891
+25
8
$5.81M 3.18%
14,861
-155
9
$5.72M 3.13%
14,905
+467
10
$5.28M 2.89%
28,316
+462
11
$5.06M 2.77%
18,420
+45
12
$4.97M 2.72%
16,679
+4,503
13
$4.81M 2.63%
19,501
-243
14
$4.79M 2.62%
59,488
+82
15
$4.76M 2.61%
8,295
-112
16
$4.41M 2.41%
51,550
+130
17
$4.39M 2.4%
26,234
+29
18
$4.23M 2.32%
5,076
+36
19
$4.05M 2.22%
19,435
-108
20
$4.03M 2.21%
15,075
-88
21
$3.84M 2.1%
19,410
+70
22
$3.49M 1.91%
11,463
+78
23
$3.35M 1.83%
12,800
-1
24
$3.28M 1.8%
19,775
+374
25
$3.25M 1.78%
14,872
-56
1
2 3 4 5