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
101
$23.5K 0.01%
43
+3
102
$22.7K 0.01%
320
103
$22.1K 0.01%
414
-10
104
$21.8K 0.01%
3,741
+1,076
105
$21.5K 0.01%
59
106
$21.3K 0.01%
544
107
$19.2K 0.01%
185
108
$18.4K 0.01%
292
+2
109
$18K 0.01%
166
110
$17.7K 0.01%
97
111
$17.6K 0.01%
1,407
112
$16.4K 0.01%
+25
113
$15.9K 0.01%
27
114
$14.9K 0.01%
100
115
$14.8K 0.01%
220
116
$14.4K 0.01%
185
+1
117
$14.2K 0.01%
400
118
$14.1K 0.01%
5,566
119
$13.2K 0.01%
377
120
$13K 0.01%
+75
121
$12.8K 0.01%
80
122
$12.6K 0.01%
174
123
$12.6K 0.01%
80
124
$11.9K 0.01%
262
125
$11.8K 0.01%
44