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
$144M
AUM Growth
+$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$491K
2
+$63.8K
3
+$51.7K
4
VB icon
Vanguard Small-Cap ETF
VB
+$44.2K
5
PSA icon
Public Storage
PSA
+$30K

Top Sells

1
+$1.06M
2
+$400K
3
+$284K
4
MMC icon
Marsh & McLennan
MMC
+$87.2K
5
DE icon
Deere & Co
DE
+$64.3K

Sector Composition

1 Industrials 18.37%
2 Technology 15.46%
3 Healthcare 13.55%
4 Consumer Discretionary 11.05%
5 Financials 10.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.47M 1.71%
4,513
-27
27
$2.4M 1.67%
23,806
+18
28
$2.4M 1.67%
9,092
-36
29
$2.21M 1.54%
53,613
-142
30
$2.2M 1.53%
26,223
-150
31
$2.17M 1.51%
148,720
-340
32
$2.17M 1.51%
4,896
+144
33
$2.14M 1.49%
6,693
-67
34
$2.07M 1.44%
11,482
-24
35
$1.91M 1.33%
21,645
-281
36
$1.81M 1.26%
25,389
-393
37
$1.79M 1.25%
7,238
+29
38
$1.76M 1.23%
6,643
-39
39
$1.74M 1.21%
58,762
-1,095
40
$1.69M 1.18%
20,704
-362
41
$1.67M 1.16%
29,847
-495
42
$1.31M 0.91%
20,911
-308
43
$1.31M 0.91%
4,098
+5
44
$1.29M 0.9%
8,520
-68
45
$1.13M 0.78%
5,874
+45
46
$869K 0.6%
5,239
-6,406
47
$793K 0.55%
2,256
+147
48
$646K 0.45%
3,660
-55
49
$535K 0.37%
4,943
+85
50
$422K 0.29%
6,065
-229
1
2
3 4 5