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
51
$399K 0.21%
1,888
-44
52
$375K 0.2%
1,421
+5
53
$367K 0.19%
698
+26
54
$242K 0.13%
1,636
+2
55
$191K 0.1%
531
+1
56
$181K 0.1%
1,017
+9
57
$180K 0.1%
2,198
-197
58
$173K 0.09%
1,642
+10
59
$160K 0.08%
1,435
60
$154K 0.08%
2,724
+24
61
$153K 0.08%
526
+3
62
$144K 0.08%
1,050
+24
63
$136K 0.07%
261
-2
64
$131K 0.07%
1,321
+3
65
$124K 0.07%
1,375
66
$116K 0.06%
1,488
+63
67
$112K 0.06%
1,449
+2
68
$111K 0.06%
1,036
-12
69
$111K 0.06%
2,198
+12
70
$94.5K 0.05%
548
+8
71
$88.3K 0.05%
264
+1
72
$87.3K 0.05%
261
73
$72.3K 0.04%
1,992
+16
74
$69.2K 0.04%
343
+2
75
$66.2K 0.04%
276
+1
1 2
3
4 5