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
$183M
AUM Growth
+$6.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$2.77M
2
+$2.49M
3
+$2.24M
4
DHR icon
Danaher
DHR
+$2.16M
5
LULU icon
lululemon athletica
LULU
+$2M

Top Sells

1
+$2.85M
2
+$2.79M
3
+$2.69M
4
AXON icon
Axon Enterprise
AXON
+$1.96M
5
JD icon
JD.com
JD
+$1.5M

Sector Composition

1 Technology 19.21%
2 Healthcare 12.76%
3 Consumer Discretionary 9.37%
4 Industrials 8.03%
5 Consumer Staples 7.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.86M 1.57%
21,591
+20,923
27
$2.75M 1.5%
12,097
-902
28
$2.58M 1.41%
10,506
+252
29
$2.49M 1.37%
7,074
+7,062
30
$2.43M 1.33%
17,178
-8,987
31
$2.41M 1.32%
180,320
+4,480
32
$2.41M 1.32%
31,821
+29,632
33
$2.29M 1.26%
11,492
+10,821
34
$2.25M 1.23%
21,820
+560
35
$2.01M 1.1%
6,559
+6,524
36
$1.93M 1.06%
37,348
+1,283
37
$1.92M 1.05%
21,085
+245
38
$1.81M 0.99%
3,819
+581
39
$1.65M 0.9%
7,214
-309
40
$1.59M 0.87%
6,413
+732
41
$1.55M 0.85%
8,720
-122
42
$1.4M 0.77%
6,526
+227
43
$1.38M 0.76%
12,280
+2,000
44
$1.35M 0.74%
4,150
-733
45
$1.34M 0.74%
4,213
-296
46
$1.34M 0.74%
+9,803
47
$1.33M 0.73%
3,701
+41
48
$1.33M 0.73%
20,245
+1,390
49
$1.32M 0.72%
6,530
+335
50
$1.28M 0.7%
7,019
+263
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