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
151
$5.32K ﹤0.01%
50
152
$5.1K ﹤0.01%
135
+1
153
$5.06K ﹤0.01%
15
154
$5.05K ﹤0.01%
88
155
$5.02K ﹤0.01%
93
+1
156
$4.66K ﹤0.01%
+58
157
$4.59K ﹤0.01%
74
+1
158
$4.52K ﹤0.01%
32
159
$4.43K ﹤0.01%
29
160
$4.42K ﹤0.01%
7
161
$4.34K ﹤0.01%
41
162
$4.29K ﹤0.01%
96
-66
163
$4.22K ﹤0.01%
48
164
$4.16K ﹤0.01%
104
-100
165
$4.04K ﹤0.01%
7
166
$3.49K ﹤0.01%
15
167
$3.44K ﹤0.01%
+61
168
$3.44K ﹤0.01%
65
169
$3.22K ﹤0.01%
15
170
$3.16K ﹤0.01%
27
171
$3.04K ﹤0.01%
+39
172
$2.96K ﹤0.01%
25
-25
173
$2.94K ﹤0.01%
+51
174
$2.8K ﹤0.01%
+16
175
$2.75K ﹤0.01%
+92
5 6
7
8 9