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
76
$75K 0.07%
563
+221
77
$73K 0.06%
997
+5
78
$63K 0.06%
1,462
-144
79
$63K 0.06%
994
+5
80
$62K 0.05%
1,476
81
$60K 0.05%
1,600
82
$55K 0.05%
566
+1
83
$53K 0.05%
218
+1
84
$52K 0.05%
311
+2
85
$50K 0.04%
453
-64
86
$50K 0.04%
408
+1
87
$49K 0.04%
1,115
+2
88
$49K 0.04%
+550
89
$48K 0.04%
321
+3
90
$45K 0.04%
1,217
+7
91
$43K 0.04%
916
92
$42K 0.04%
370
+2
93
$40K 0.04%
515
+3
94
$39K 0.03%
328
+5
95
$38K 0.03%
238
+2
96
$36K 0.03%
400
97
$34K 0.03%
546
98
$32K 0.03%
+200
99
$31K 0.03%
651
+3
100
$31K 0.03%
+192
2 3
4
5 6