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
$193M
AUM Growth
+$21.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$2.43M
2
+$2.38M
3
+$1.54M
4
SPOT icon
Spotify
SPOT
+$1.06M
5
GRMN icon
Garmin
GRMN
+$498K

Top Sells

1
+$4.76M
2
+$3.09M
3
+$2.62M
4
UBER icon
Uber
UBER
+$1.78M
5
VUG icon
Vanguard Growth ETF
VUG
+$852K

Sector Composition

1 Technology 28.05%
2 Industrials 11.04%
3 Financials 9.24%
4 Consumer Discretionary 9.01%
5 Consumer Staples 8.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.76M 5.06%
43,089
-751
2
$9.1M 4.72%
18,304
+488
3
$8.3M 4.3%
52,549
-33
4
$7.87M 4.08%
10,098
+42
5
$7.73M 4.01%
106,348
+6,800
6
$6.9M 3.58%
15,750
-2,157
7
$6.78M 3.52%
19,108
+838
8
$6.71M 3.48%
30,708
+82
9
$6.67M 3.46%
6,736
-59
10
$6.6M 3.42%
30,083
+1,526
11
$6.4M 3.32%
35,159
+8,958
12
$6.01M 3.11%
15,893
-620
13
$5.94M 3.08%
16,196
+671
14
$5.34M 2.77%
19,394
+44
15
$5.03M 2.61%
8,143
-84
16
$4.9M 2.54%
27,644
+1,776
17
$4.86M 2.52%
6,061
+203
18
$4.55M 2.36%
21,803
+2,510
19
$4.37M 2.27%
59,730
+129
20
$4.34M 2.25%
93,426
-7,039
21
$4M 2.07%
19,545
+14
22
$3.9M 2.02%
5,588
+112
23
$3.79M 1.97%
4,945
+1,650
24
$3.61M 1.87%
14,746
+73
25
$3.55M 1.84%
12,810
-1,736
1
2 3 4 5