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
$114M
AUM Growth
+$8.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$3.24M
2
+$1.37M
3
+$1.26M
4
PRLB icon
Protolabs
PRLB
+$753K
5
SPOT icon
Spotify
SPOT
+$716K

Top Sells

1
+$1.9M
2
+$1.52M
3
+$1.18M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$864K
5
HDB icon
HDFC Bank
HDB
+$667K

Sector Composition

1 Industrials 17.23%
2 Financials 10.42%
3 Healthcare 8.77%
4 Technology 6.81%
5 Consumer Discretionary 6.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.78M 1.56%
29,860
+220
27
$1.74M 1.52%
10,670
-4
28
$1.73M 1.51%
8,353
+63
29
$1.68M 1.47%
26,972
+67
30
$1.66M 1.45%
29,269
+402
31
$1.62M 1.42%
12,896
+55
32
$1.57M 1.37%
9,543
+70
33
$1.53M 1.34%
28,759
+268
34
$1.51M 1.32%
13,653
-826
35
$1.51M 1.32%
17,172
+122
36
$1.46M 1.28%
7,802
+33
37
$1.4M 1.22%
26,875
-1,219
38
$1.37M 1.19%
+5,369
39
$1.29M 1.13%
14,861
-1,238
40
$1.28M 1.12%
7,773
+7,618
41
$1.28M 1.12%
7,241
+176
42
$1.23M 1.07%
20,340
-140
43
$1.22M 1.07%
3,288
+83
44
$806K 0.7%
8,145
-5,370
45
$753K 0.66%
+4,653
46
$716K 0.63%
+3,961
47
$642K 0.56%
3,913
-5
48
$621K 0.54%
7,480
49
$614K 0.54%
3,773
-17
50
$569K 0.5%
3,062
+2,989
1
2
3 4 5