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
$117M
AUM Growth
+$4.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$2.01M
2
+$1.61M
3
+$1.18M
4
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$1.18M
5
MELI icon
Mercado Libre
MELI
+$901K

Top Sells

1
+$2.08M
2
+$2.08M
3
+$1.94M
4
AOS icon
A.O. Smith
AOS
+$1.55M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.2M

Sector Composition

1 Industrials 16.65%
2 Healthcare 11.76%
3 Financials 9.04%
4 Technology 7.77%
5 Consumer Discretionary 7.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.97M 1.68%
23,443
-6,309
27
$1.9M 1.62%
35,080
28
$1.85M 1.58%
9,021
+482
29
$1.64M 1.4%
10,483
-230
30
$1.61M 1.38%
+13,672
31
$1.58M 1.35%
9,063
+3,132
32
$1.55M 1.32%
13,422
-264
33
$1.24M 1.06%
5,801
-5,610
34
$1.21M 1.03%
13,842
-1,104
35
$1.18M 1.01%
+20,760
36
$1.16M 0.99%
21,400
+340
37
$1.13M 0.97%
275,840
+880
38
$1.09M 0.93%
28,033
+532
39
$1.02M 0.87%
5,893
-515
40
$1.02M 0.87%
8,800
+270
41
$1.01M 0.87%
27,630
+640
42
$988K 0.84%
6,756
+665
43
$959K 0.82%
5,134
-133
44
$922K 0.79%
14,355
-65
45
$901K 0.77%
+1,473
46
$795K 0.68%
14,255
-34,790
47
$753K 0.64%
4,453
+176
48
$713K 0.61%
9,830
+100
49
$664K 0.57%
3,972
+23
50
$647K 0.55%
7,636
-183
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2
3 4 5