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
51
$531K 0.46%
7,948
-19
52
$384K 0.34%
850
-4
53
$355K 0.31%
14,400
54
$332K 0.29%
3,906
+2
55
$324K 0.28%
12,790
+12
56
$316K 0.28%
4,460
57
$294K 0.26%
4,339
+2,405
58
$275K 0.24%
1,974
59
$244K 0.21%
3,027
+343
60
$223K 0.19%
4,836
+246
61
$204K 0.18%
3,292
+13
62
$204K 0.18%
1,133
+8
63
$190K 0.17%
3,556
+14
64
$185K 0.16%
1,322
-178
65
$144K 0.13%
1,234
-143
66
$143K 0.13%
706
+4
67
$133K 0.12%
752
+8
68
$126K 0.11%
894
-10,762
69
$97K 0.08%
2,728
70
$87K 0.08%
+555
71
$87K 0.08%
579
72
$85K 0.07%
424
+19
73
$81K 0.07%
935
+40
74
$81K 0.07%
458
+1
75
$77K 0.07%
1,000
1 2
3
4 5