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