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
$132M
AUM Growth
+$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$1.82M
2
+$1.1M
3
+$1.08M
4
PAC icon
Grupo Aeroportuario del Pacifico
PAC
+$872K
5
SYK icon
Stryker
SYK
+$752K

Top Sells

1
+$1.47M
2
+$1.06M
3
+$896K
4
NFLX icon
Netflix
NFLX
+$871K
5
KSU
Kansas City Southern
KSU
+$403K

Sector Composition

1 Industrials 15.39%
2 Healthcare 12.71%
3 Technology 11.03%
4 Financials 8.03%
5 Consumer Discretionary 7.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$735K 0.56%
13,295
-950
52
$698K 0.53%
3,920
-78
53
$677K 0.51%
10,817
+217
54
$612K 0.46%
7,228
-139
55
$414K 0.31%
4,491
+51
56
$385K 0.29%
4,070
-390
57
$215K 0.16%
1,333
+18
58
$204K 0.15%
3,684
+43
59
$194K 0.15%
2,091
-801
60
$176K 0.13%
717
+4
61
$161K 0.12%
757
+59
62
$159K 0.12%
4,020
+2,445
63
$142K 0.11%
1,807
+172
64
$131K 0.1%
404
65
$121K 0.09%
1,886
+280
66
$106K 0.08%
1,919
+157
67
$98K 0.07%
558
+3
68
$98K 0.07%
596
+3
69
$92K 0.07%
1,502
+13
70
$89K 0.07%
275
71
$87K 0.07%
854
+4
72
$86K 0.07%
635
73
$85K 0.06%
575
+3
74
$81K 0.06%
710
+65
75
$58K 0.04%
916
1 2
3
4 5