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
51
$393K 0.34%
4,460
52
$335K 0.29%
4,023
+80
53
$257K 0.22%
2,944
-305
54
$198K 0.17%
1,330
-22
55
$180K 0.15%
1,245
+45
56
$172K 0.15%
3,387
+420
57
$170K 0.15%
817
+87
58
$161K 0.14%
1,008
+83
59
$150K 0.13%
713
+3
60
$148K 0.13%
623
+45
61
$101K 0.09%
1,379
+375
62
$89K 0.08%
590
+2
63
$87K 0.07%
555
64
$85K 0.07%
1,009
+4
65
$84K 0.07%
1,475
+13
66
$81K 0.07%
275
67
$80K 0.07%
634
+1
68
$78K 0.07%
847
+4
69
$77K 0.07%
569
+2
70
$76K 0.06%
1,679
-1,620
71
$73K 0.06%
1,346
+7
72
$72K 0.06%
1,254
-80
73
$59K 0.05%
387
+63
74
$54K 0.05%
916
75
$49K 0.04%
414
+2
1 2
3
4 5