TVWM

Tower View Wealth Management Portfolio holdings

AUM $195M
1-Year Est. Return 29.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.88%
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
+$3.18M
2
+$1.35M
3
+$1.32M
4
SPOT icon
Spotify
SPOT
+$727K
5
PRLB icon
Protolabs
PRLB
+$658K

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
101
$30K 0.03%
246
102
$30K 0.03%
200
103
$29K 0.03%
2,508
+12
104
$25K 0.02%
197
105
$25K 0.02%
614
106
$24K 0.02%
256
-46
107
$22K 0.02%
+431
108
$19K 0.02%
+1,200
109
$19K 0.02%
171
-30
110
$17K 0.01%
157
+1
111
$17K 0.01%
390
112
$16K 0.01%
200
-459
113
$16K 0.01%
202
114
$15K 0.01%
69
115
$15K 0.01%
+150
116
$15K 0.01%
275
117
$15K 0.01%
+218
118
$13K 0.01%
728
+6
119
$13K 0.01%
+388
120
$12K 0.01%
403
+1
121
$11K 0.01%
600
-2,580
122
$11K 0.01%
640
123
$10K 0.01%
+79
124
$10K 0.01%
186
125
$10K 0.01%
+29
3 4
5
6 7