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
$189M
AUM Growth
+$6.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$3.46M
2
+$3.36M
3
+$3.36M
4
UBER icon
Uber
UBER
+$1.45M
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$1.2M

Top Sells

1
+$3.09M
2
+$2.35M
3
+$1.83M
4
TSLA icon
Tesla
TSLA
+$530K
5
UNP icon
Union Pacific
UNP
+$529K

Sector Composition

1 Technology 24.82%
2 Industrials 16.97%
3 Consumer Discretionary 10.85%
4 Healthcare 9.38%
5 Financials 8.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$10K 0.01%
2
127
$9.97K 0.01%
310
+1
128
$9.65K 0.01%
75
129
$9.42K 0.01%
90
-95
130
$8.96K ﹤0.01%
40
-4
131
$8.48K ﹤0.01%
8
132
$7.78K ﹤0.01%
137
+1
133
$7.76K ﹤0.01%
80
+13
134
$7.75K ﹤0.01%
60
135
$7.66K ﹤0.01%
47
136
$7.52K ﹤0.01%
+301
137
$7.36K ﹤0.01%
83
+2
138
$7.33K ﹤0.01%
152
-64
139
$7.17K ﹤0.01%
100
140
$7.09K ﹤0.01%
27
141
$6.65K ﹤0.01%
50
142
$6.39K ﹤0.01%
92
143
$6.38K ﹤0.01%
23
144
$6.33K ﹤0.01%
+55
145
$6.14K ﹤0.01%
+100
146
$6.09K ﹤0.01%
100
147
$5.93K ﹤0.01%
75
148
$5.88K ﹤0.01%
24
149
$5.55K ﹤0.01%
30
-43
150
$5.37K ﹤0.01%
58
4 5
6
7 8