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
$183M
AUM Growth
+$6.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$2.77M
2
+$2.49M
3
+$2.24M
4
DHR icon
Danaher
DHR
+$2.16M
5
LULU icon
lululemon athletica
LULU
+$2M

Top Sells

1
+$2.85M
2
+$2.79M
3
+$2.69M
4
AXON icon
Axon Enterprise
AXON
+$1.96M
5
JD icon
JD.com
JD
+$1.5M

Sector Composition

1 Technology 19.21%
2 Healthcare 12.76%
3 Consumer Discretionary 9.37%
4 Industrials 8.03%
5 Consumer Staples 7.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.24M 0.68%
+8,734
52
$1.18M 0.65%
33,515
+2,275
53
$1.11M 0.61%
+12,971
54
$1.06M 0.58%
20,330
+3,030
55
$1.03M 0.56%
3,846
+151
56
$765K 0.42%
+3,794
57
$720K 0.39%
3,959
+558
58
$690K 0.38%
2,335
+51
59
$644K 0.35%
3,337
+1,029
60
$612K 0.34%
+7,388
61
$527K 0.29%
5,636
-157
62
$515K 0.28%
12,685
63
$474K 0.26%
5,498
-1,115
64
$389K 0.21%
7,377
-246
65
$373K 0.2%
1,685
+4
66
$361K 0.2%
5,063
+188
67
$358K 0.2%
968
-7,703
68
$348K 0.19%
4,109
69
$341K 0.19%
2,885
+136
70
$340K 0.19%
2,068
+165
71
$311K 0.17%
4,228
-36,592
72
$295K 0.16%
1,901
+61
73
$266K 0.15%
1,040
-2
74
$258K 0.14%
1,045
-36
75
$245K 0.13%
2,426
-441
1 2
3
4 5