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
$189M
AUM Growth
+$6.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$3.46M
2
+$3.36M
3
+$3.36M
4
UBER icon
Uber
UBER
+$1.45M
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$1.2M

Top Sells

1
+$3.09M
2
+$2.35M
3
+$1.83M
4
TSLA icon
Tesla
TSLA
+$530K
5
UNP icon
Union Pacific
UNP
+$529K

Sector Composition

1 Technology 24.82%
2 Industrials 16.97%
3 Consumer Discretionary 10.85%
4 Healthcare 9.38%
5 Financials 8.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.38M 1.79%
11,651
+188
27
$3.36M 1.77%
+16,278
28
$3.27M 1.73%
101,099
+20
29
$3.16M 1.67%
14,905
+33
30
$3.14M 1.66%
5,518
+861
31
$2.98M 1.57%
5,708
-1
32
$2.91M 1.54%
132,307
+1,660
33
$2.69M 1.42%
17,476
+3,009
34
$2.34M 1.23%
3,758
-26
35
$2.33M 1.23%
10,956
-286
36
$2.32M 1.23%
15,267
-156
37
$2.15M 1.14%
25,035
+1,379
38
$2.07M 1.09%
5,132
+245
39
$1.9M 1.01%
26,322
-25,228
40
$1.81M 0.95%
14,632
+267
41
$1.79M 0.95%
18,700
+637
42
$1.74M 0.92%
2,449
+2
43
$1.45M 0.76%
+23,969
44
$1.44M 0.76%
5,685
+57
45
$1.13M 0.6%
6,739
-709
46
$650K 0.34%
1,206
+3
47
$622K 0.33%
8,164
-1,100
48
$536K 0.28%
4,200
+92
49
$491K 0.26%
5,229
+36
50
$477K 0.25%
15,445
-405
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2
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