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
$114M
AUM Growth
+$8.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$3.24M
2
+$1.37M
3
+$1.26M
4
PRLB icon
Protolabs
PRLB
+$753K
5
SPOT icon
Spotify
SPOT
+$716K

Top Sells

1
+$1.9M
2
+$1.52M
3
+$1.18M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$864K
5
HDB icon
HDFC Bank
HDB
+$667K

Sector Composition

1 Industrials 17.23%
2 Financials 10.42%
3 Healthcare 8.77%
4 Technology 6.81%
5 Consumer Discretionary 6.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.99M 4.36%
13,577
+55
2
$4.78M 4.18%
27,765
+29
3
$3.87M 3.38%
13,301
+102
4
$3.24M 2.84%
+17,320
5
$3.12M 2.73%
22,612
+75
6
$3.04M 2.66%
47,185
-20
7
$2.93M 2.56%
51,904
-1,228
8
$2.9M 2.54%
19,341
-283
9
$2.78M 2.43%
24,831
+182
10
$2.77M 2.43%
17,232
-35
11
$2.69M 2.35%
12,547
-365
12
$2.62M 2.29%
19,698
+1,170
13
$2.62M 2.29%
29,730
+30
14
$2.46M 2.15%
29,685
+113
15
$2.4M 2.1%
41,298
-9,798
16
$2.23M 1.95%
22,260
-3,540
17
$2.19M 1.91%
6,323
+4
18
$2.14M 1.87%
12,665
+72
19
$2.08M 1.82%
7,806
+588
20
$2.05M 1.79%
7,596
+26
21
$2.03M 1.77%
9,788
+72
22
$1.9M 1.66%
16,781
+85
23
$1.9M 1.66%
38,601
+338
24
$1.88M 1.64%
267,280
+1,520
25
$1.81M 1.58%
8,381
+74
1
2 3 4 5