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
76
$62K 0.03%
544
+5
77
$61.6K 0.03%
512
+4
78
$58.6K 0.03%
1,630
+8
79
$56.1K 0.03%
664
+5
80
$55.5K 0.03%
219
+2
81
$51.9K 0.03%
226
82
$51.2K 0.03%
979
+12
83
$46.8K 0.02%
472
+3
84
$46.7K 0.02%
195
+2
85
$44.4K 0.02%
565
+21
86
$43.5K 0.02%
728
+5
87
$40.2K 0.02%
68
+25
88
$37.7K 0.02%
162
+22
89
$37.2K 0.02%
257
+2
90
$36.3K 0.02%
275
+2
91
$34.7K 0.02%
515
+5
92
$32K 0.02%
541
+4
93
$31.9K 0.02%
444
+94
94
$31.3K 0.02%
413
-1
95
$30.3K 0.02%
1,142
+19
96
$30.1K 0.02%
500
97
$26.5K 0.01%
75
-25
98
$24.3K 0.01%
1,068
99
$23.9K 0.01%
106
+9
100
$23.8K 0.01%
497
+7
2 3
4
5 6