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
$137M
AUM Growth
+$25.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$1.23M
3
+$1.21M
4
VDC icon
Vanguard Consumer Staples ETF
VDC
+$1.13M
5
SHW icon
Sherwin-Williams
SHW
+$1.11M

Top Sells

1
+$6.31M
2
+$1.7M
3
+$1.68M
4
ISRG icon
Intuitive Surgical
ISRG
+$1.59M
5
VB icon
Vanguard Small-Cap ETF
VB
+$1.51M

Sector Composition

1 Technology 18.08%
2 Healthcare 13.02%
3 Industrials 12.25%
4 Consumer Discretionary 8.12%
5 Financials 7.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$446K 0.33%
+2,232
52
$379K 0.28%
8,320
+7,220
53
$324K 0.24%
4,070
54
$297K 0.22%
6,656
+1,612
55
$284K 0.21%
4,404
+1,802
56
$273K 0.2%
1,667
-2,965
57
$218K 0.16%
2,379
+694
58
$210K 0.15%
1,164
-9,433
59
$194K 0.14%
1,377
+955
60
$190K 0.14%
992
+206
61
$185K 0.14%
3,099
+1,609
62
$177K 0.13%
809
+584
63
$168K 0.12%
3,293
+1,221
64
$149K 0.11%
1,886
-9,880
65
$138K 0.1%
774
-376
66
$106K 0.08%
726
-10,353
67
$105K 0.08%
670
+34
68
$96K 0.07%
962
+4
69
$91K 0.07%
251
-9
70
$88K 0.06%
1,489
+4
71
$86K 0.06%
551
+2
72
$84K 0.06%
1,529
+14
73
$75K 0.05%
1,035
74
$57K 0.04%
916
75
$56K 0.04%
304
+2
1 2
3
4 5