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
$172M
AUM Growth
-$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$4.08M
2
+$2.62M
3
+$1.81M
4
GS icon
Goldman Sachs
GS
+$1.28M
5
DECK icon
Deckers Outdoor
DECK
+$1.23M

Top Sells

1
+$5.44M
2
+$2.92M
3
+$2.69M
4
NVO icon
Novo Nordisk
NVO
+$2.15M
5
UNP icon
Union Pacific
UNP
+$2.14M

Sector Composition

1 Technology 24.83%
2 Industrials 11.27%
3 Financials 11.19%
4 Consumer Discretionary 9.38%
5 Consumer Staples 8.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.3M 1.92%
100,465
-634
27
$3.07M 1.79%
19,853
-203
28
$2.79M 1.63%
14,673
-232
29
$2.79M 1.62%
5,628
-80
30
$2.62M 1.53%
25,666
+6,966
31
$2.54M 1.48%
130,955
-1,352
32
$2.49M 1.45%
5,130
-2
33
$2.26M 1.32%
15,072
-195
34
$2.2M 1.28%
20,569
+5,937
35
$2.02M 1.18%
3,731
-27
36
$1.92M 1.12%
8,114
-9,066
37
$1.89M 1.1%
9,388
-1,568
38
$1.81M 1.06%
+3,295
39
$1.78M 1.04%
24,408
+439
40
$1.23M 0.72%
+11,031
41
$1.12M 0.65%
6,553
-186
42
$626K 0.36%
7,607
-557
43
$599K 0.35%
1,165
-41
44
$534K 0.31%
4,144
-56
45
$471K 0.27%
5,066
-163
46
$406K 0.24%
1,856
-32
47
$378K 0.22%
689
-9
48
$369K 0.22%
1,428
+7
49
$328K 0.19%
+12,356
50
$211K 0.12%
1,009
-8
1
2
3 4 5