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
$113M
AUM Growth
+$15.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$3.1M
2
+$785K
3
+$575K
4
STZ icon
Constellation Brands
STZ
+$526K
5
IAC icon
IAC Inc
IAC
+$358K

Top Sells

1
+$2.92M
2
+$1.46M
3
+$1.09M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$202K
5
DIS icon
Walt Disney
DIS
+$135K

Sector Composition

1 Industrials 16.28%
2 Healthcare 13.89%
3 Financials 9.79%
4 Consumer Discretionary 7.02%
5 Technology 6.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.08M 1.84%
17,314
-236
27
$2.07M 1.84%
8,379
+399
28
$2.06M 1.83%
35,080
+1,140
29
$2.03M 1.8%
11,589
+3,000
30
$1.73M 1.54%
13,416
+515
31
$1.69M 1.5%
8,539
+152
32
$1.64M 1.45%
10,713
+7
33
$1.55M 1.38%
29,081
+118
34
$1.5M 1.33%
13,686
-57
35
$1.28M 1.14%
14,946
-46
36
$1.24M 1.1%
21,060
+740
37
$1.23M 1.1%
274,960
+5,360
38
$1.13M 1%
5,931
+171
39
$1.1M 0.98%
6,408
40
$1.03M 0.92%
27,501
+9,534
41
$962K 0.85%
26,990
+250
42
$946K 0.84%
5,267
-96
43
$897K 0.8%
8,530
+225
44
$845K 0.75%
6,091
+1,970
45
$785K 0.7%
+14,420
46
$729K 0.65%
9,730
+430
47
$715K 0.63%
4,277
+309
48
$658K 0.58%
7,819
+248
49
$635K 0.56%
3,949
-2
50
$374K 0.33%
4,460
1
2
3 4 5