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
201
– –
-100
202
– –
-63
203
– –
-42
204
– –
-73
205
– –
-59
206
– –
-44
207
– –
-32
208
– –
-256
209
– –
-262
210
– –
-400
211
– –
-7
212
– –
-50
213
– –
-16
214
– –
-14,295
215
– –
-17
216
– –
-92
5 6 7 8
9