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
51
$312K 0.28%
3,943
+221
52
$282K 0.25%
3,249
+325
53
$257K 0.23%
1,999
54
$208K 0.18%
1,200
-6,263
55
$196K 0.17%
1,352
-10
56
$169K 0.15%
925
+165
57
$157K 0.14%
3,299
+140
58
$143K 0.13%
710
+2
59
$139K 0.12%
2,967
+700
60
$139K 0.12%
730
+355
61
$126K 0.11%
578
+135
62
$86K 0.08%
1,462
+14
63
$85K 0.08%
588
+3
64
$84K 0.07%
555
65
$80K 0.07%
1,005
+5
66
$77K 0.07%
1,334
-25,209
67
$77K 0.07%
843
+3
68
$75K 0.07%
275
+57
69
$74K 0.07%
633
+66
70
$74K 0.07%
567
71
$68K 0.06%
1,004
+5
72
$67K 0.06%
1,339
+7
73
$52K 0.05%
324
+2
74
$51K 0.05%
916
75
$48K 0.04%
412
1 2
3
4 5