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
1
$9.02M 4.77%
45,653
-1
2
$7.81M 4.13%
10,115
+65
3
$7.51M 3.97%
17,827
+137
4
$7.17M 3.79%
53,383
-579
5
$6.61M 3.49%
31,099
+274
6
$6.5M 3.44%
15,844
+939
7
$6.34M 3.35%
6,914
+23
8
$6.31M 3.34%
28,770
+454
9
$6.09M 3.22%
15,667
-272
10
$5.84M 3.09%
18,480
+60
11
$5.44M 2.87%
14,991
+130
12
$5.29M 2.8%
16,742
+63
13
$5M 2.64%
26,259
+25
14
$4.88M 2.58%
8,318
+23
15
$4.64M 2.45%
11,487
-1,313
16
$4.19M 2.21%
14,963
-112
17
$4.15M 2.2%
5,992
+916
18
$4.14M 2.19%
60,654
+1,166
19
$4.11M 2.17%
59,654
+17,455
20
$3.92M 2.07%
17,180
-2,321
21
$3.87M 2.05%
19,649
+214
22
$3.82M 2.02%
19,483
+73
23
$3.8M 2.01%
20,056
+281
24
$3.46M 1.83%
+5,440
25
$3.4M 1.8%
5,945
+5,867
1
2 3 4 5