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
$193M
AUM Growth
+$21.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$2.68M
2
+$2.51M
3
+$1.63M
4
SPOT icon
Spotify
SPOT
+$1.27M
5
GRMN icon
Garmin
GRMN
+$524K

Top Sells

1
+$5.8M
2
+$3.26M
3
+$2.62M
4
UBER icon
Uber
UBER
+$1.78M
5
VUG icon
Vanguard Growth ETF
VUG
+$946K

Sector Composition

1 Technology 28.05%
2 Industrials 11.04%
3 Financials 9.23%
4 Consumer Discretionary 9.01%
5 Consumer Staples 8.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SSD icon
126
Simpson Manufacturing
SSD
$7.15B
$15.9K 0.01%
103
+1
SPDW icon
127
SPDR Portfolio Developed World ex-US ETF
SPDW
$30.7B
$15.7K 0.01%
389
+7
EWU icon
128
iShares MSCI United Kingdom ETF
EWU
$2.87B
$15.2K 0.01%
384
+8
HUBS icon
129
HubSpot
HUBS
$22.8B
$15K 0.01%
27
IEFA icon
130
iShares Core MSCI EAFE ETF
IEFA
$157B
$15K 0.01%
180
+3
SCHD icon
131
Schwab US Dividend Equity ETF
SCHD
$70B
$14.5K 0.01%
548
+6
VTV icon
132
Vanguard Value ETF
VTV
$147B
$14.3K 0.01%
81
-8
VPU icon
133
Vanguard Utilities ETF
VPU
$8.04B
$14.2K 0.01%
80
VRSK icon
134
Verisk Analytics
VRSK
$32B
$13.7K 0.01%
44
CMCSA icon
135
Comcast
CMCSA
$108B
$13.1K 0.01%
367
+3
MELI icon
136
Mercado Libre
MELI
$104B
$13.1K 0.01%
5
EWS icon
137
iShares MSCI Singapore ETF
EWS
$863M
$11.9K 0.01%
458
+8
ZBH icon
138
Zimmer Biomet
ZBH
$19.8B
$11.9K 0.01%
130
BKNG icon
139
Booking.com
BKNG
$161B
$11.7K 0.01%
2
GIS icon
140
General Mills
GIS
$25.4B
$11.4K 0.01%
220
-78
CEG icon
141
Constellation Energy
CEG
$124B
$11.4K 0.01%
35
-5
KDP icon
142
Keurig Dr Pepper
KDP
$37.7B
$10.4K 0.01%
315
+2
QUS icon
143
SPDR MSCI USA StrategicFactors ETF
QUS
$1.52B
$9.85K 0.01%
60
-74
FLAU icon
144
Franklin FTSE Australia ETF
FLAU
$78.7M
$9.47K ﹤0.01%
305
-213
APH icon
145
Amphenol
APH
$155B
$9.13K ﹤0.01%
92
NOW icon
146
ServiceNow
NOW
$186B
$8.22K ﹤0.01%
8
XLF icon
147
Financial Select Sector SPDR Fund
XLF
$53.7B
$8K ﹤0.01%
153
-4
IWS icon
148
iShares Russell Mid-Cap Value ETF
IWS
$13.9B
$7.97K ﹤0.01%
60
CI icon
149
Cigna
CI
$77.7B
$7.72K ﹤0.01%
23
SPTM icon
150
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$11.4B
$7.56K ﹤0.01%
101
4 5
6
7 8