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
151
$5.77K ﹤0.01%
7
152
$5.74K ﹤0.01%
67
153
$5.55K ﹤0.01%
58
154
$5.28K ﹤0.01%
75
155
$5.2K ﹤0.01%
24
+1
156
$4.92K ﹤0.01%
50
157
$4.82K ﹤0.01%
15
158
$4.77K ﹤0.01%
88
159
$4.64K ﹤0.01%
134
160
$4.28K ﹤0.01%
73
161
$3.97K ﹤0.01%
+41
162
$3.91K ﹤0.01%
92
163
$3.83K ﹤0.01%
65
164
$3.79K ﹤0.01%
32
165
$3.76K ﹤0.01%
48
166
$3.75K ﹤0.01%
15
167
$3.52K ﹤0.01%
7
168
$3.45K ﹤0.01%
36
169
$3.3K ﹤0.01%
50
170
$3.11K ﹤0.01%
16
171
$3.02K ﹤0.01%
100
172
$2.89K ﹤0.01%
27
173
$2.67K ﹤0.01%
15
174
$2.55K ﹤0.01%
40
+16
175
$1.99K ﹤0.01%
18
5 6
7
8 9