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
151
$1K ﹤0.01%
83
152
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-19,933
153
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-25,420
154
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155
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-14,076
156
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-153
157
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-25,543
158
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-6
3 4 5 6
7