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
126
$8K 0.01%
82
127
$8K 0.01%
49
128
$6K 0.01%
+68
129
$6K 0.01%
488
130
$6K 0.01%
86
131
$5K ﹤0.01%
67
132
$5K ﹤0.01%
250
133
$5K ﹤0.01%
+36
134
$5K ﹤0.01%
102
135
$5K ﹤0.01%
59
136
$5K ﹤0.01%
212
137
$4K ﹤0.01%
62
-25
138
$4K ﹤0.01%
100
139
$4K ﹤0.01%
37
140
$3K ﹤0.01%
39
141
$3K ﹤0.01%
+67
142
$3K ﹤0.01%
15
143
$3K ﹤0.01%
75
144
$3K ﹤0.01%
+34
145
$2K ﹤0.01%
21
-25
146
$2K ﹤0.01%
31
147
$2K ﹤0.01%
95
148
$2K ﹤0.01%
+79
149
$1K ﹤0.01%
225
150
$1K ﹤0.01%
+50
3 4 5
6
7