TVWM
Tower View Wealth Management Portfolio holdings
AUM
$193M
1-Year Est. Return
22.35%
1 Year Est. Return
+22.35%
AUM
$193M
AUM Growth
+$21.2M
(+12%)
Holding
205
Top Buys
| 1 | +$2.68M | |
| 2 | +$2.51M | |
| 3 | +$1.63M | |
| 4 |
Spotify
SPOT
|
+$1.27M |
| 5 |
Garmin
GRMN
|
+$524K |
Top Sells
| 1 | +$5.8M | |
| 2 | +$3.26M | |
| 3 | +$2.62M | |
| 4 |
Uber
UBER
|
+$1.78M |
| 5 |
Vanguard Growth ETF
VUG
|
+$946K |
Sector Composition
| 1 | Technology | 28.05% |
| 2 | Industrials | 11.04% |
| 3 | Financials | 9.23% |
| 4 | Consumer Discretionary | 9.01% |
| 5 | Consumer Staples | 8.38% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
Franklin FTSE Switzerland ETF
FLSW
$60M
| – | – |
-32
|
|
||
202
Franklin Electric
FELE
$4.33B
| – | – |
-18
|
|
||
203
Vanguard Total International Bond ETF
BNDX
$69.8B
| – | – |
-355
|
|
||
204
AerCap
AER
$21.5B
| – | – |
-25,666
|
|
||
|
ADAM
205
Adamas Trust
ADAM
$621M
| – | – |
-2,647
|
|