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
176
$2.51K ﹤0.01%
40
177
$2.45K ﹤0.01%
109
178
$2.28K ﹤0.01%
18
179
$2.04K ﹤0.01%
8
180
$1.89K ﹤0.01%
+19
181
$1.78K ﹤0.01%
+18
182
$1.75K ﹤0.01%
18
-18
183
$1.63K ﹤0.01%
19
-8
184
$1.56K ﹤0.01%
48
185
$1.42K ﹤0.01%
+61
186
$1.32K ﹤0.01%
+12
187
$1.19K ﹤0.01%
+9
188
$1.16K ﹤0.01%
+20
189
$987 ﹤0.01%
3
190
$813 ﹤0.01%
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191
$758 ﹤0.01%
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192
$425 ﹤0.01%
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193
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194
$302 ﹤0.01%
10
195
$202 ﹤0.01%
100
196
$32 ﹤0.01%
3
197
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-75
198
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-85
199
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200
– –
-220
5 6 7
8
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