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
126
$11.7K 0.01%
+50
127
$11.5K 0.01%
+75
128
$11.4K 0.01%
77
129
$11.1K 0.01%
147
130
$10.9K 0.01%
149
+1
131
$10.2K 0.01%
306
+2
132
$9.86K 0.01%
6
133
$8.81K 0.01%
44
134
$8.44K ﹤0.01%
27
135
$8.41K ﹤0.01%
204
136
$8.02K ﹤0.01%
50
-40
137
$7.96K ﹤0.01%
2
138
$7.6K ﹤0.01%
23
139
$7.49K ﹤0.01%
136
140
$7.32K ﹤0.01%
42
141
$7.17K ﹤0.01%
59
142
$7.01K ﹤0.01%
47
143
$6.86K ﹤0.01%
52
144
$6.76K ﹤0.01%
81
-61
145
$6.72K ﹤0.01%
29
146
$6.63K ﹤0.01%
100
147
$6.29K ﹤0.01%
8
148
$6.21K ﹤0.01%
151
149
$6.2K ﹤0.01%
92
150
$6.11K ﹤0.01%
50
4 5
6
7 8