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
$174M
AUM Growth
+$3.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$3.09M
2
+$2.44M
3
+$1.69M
4
VUG icon
Vanguard Growth ETF
VUG
+$1.52M
5
AVAV icon
AeroVironment
AVAV
+$1.33M

Top Sells

1
+$3.77M
2
+$3.75M
3
+$3.52M
4
ADI icon
Analog Devices
ADI
+$2.8M
5
LULU icon
lululemon athletica
LULU
+$2.27M

Sector Composition

1 Technology 26.53%
2 Healthcare 14.63%
3 Industrials 14.08%
4 Consumer Discretionary 9.41%
5 Financials 6.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$55.2K 0.03%
273
+2
77
$53.3K 0.03%
466
+2
78
$51.2K 0.03%
216
+1
79
$51.1K 0.03%
504
+4
80
$50.9K 0.03%
1,622
81
$48.3K 0.03%
655
+9
82
$47.3K 0.03%
400
83
$47K 0.03%
718
+4
84
$43.5K 0.02%
954
+13
85
$42.9K 0.02%
254
-3,285
86
$42K 0.02%
192
-1,428
87
$41.5K 0.02%
542
+4
88
$37.3K 0.02%
255
89
$35.3K 0.02%
78
90
$31.9K 0.02%
100
91
$31.7K 0.02%
140
92
$31.3K 0.02%
500
93
$31K 0.02%
1,107
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94
$27.1K 0.02%
1,420
+1
95
$27K 0.02%
505
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96
$26.3K 0.02%
207
+2
97
$25.3K 0.01%
532
+4
98
$25.2K 0.01%
350
-99
99
$25.1K 0.01%
518
100
$24.2K 0.01%
490
-300
2 3
4
5 6