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
$136M
AUM Growth
-$49.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$3.12M
2
+$2.64M
3
+$1.47M
4
ISRG icon
Intuitive Surgical
ISRG
+$1.33M
5
SHOP icon
Shopify
SHOP
+$1.31M

Top Sells

1
+$5.94M
2
+$5M
3
+$3.34M
4
WMT icon
Walmart
WMT
+$3.23M
5
SHW icon
Sherwin-Williams
SHW
+$2.75M

Sector Composition

1 Technology 17.35%
2 Industrials 15.03%
3 Healthcare 13.19%
4 Consumer Discretionary 10.64%
5 Financials 10.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$449K 0.33%
6,546
-4,994
52
$410K 0.3%
4,955
-103
53
$405K 0.3%
6,443
+70
54
$385K 0.28%
4,941
-21
55
$329K 0.24%
1,671
+5
56
$317K 0.23%
1,799
+331
57
$258K 0.19%
2,192
+531
58
$255K 0.19%
817
+4
59
$254K 0.19%
4,095
-78
60
$221K 0.16%
2,868
+2
61
$206K 0.15%
652
-101
62
$163K 0.12%
1,784
+1,615
63
$158K 0.12%
705
-600
64
$149K 0.11%
1,373
+2
65
$141K 0.1%
1,097
+4
66
$140K 0.1%
2,756
+20
67
$128K 0.09%
236
-17
68
$103K 0.08%
518
+2
69
$96K 0.07%
510
+2
70
$92K 0.07%
599
71
$74K 0.05%
1,600
72
$73K 0.05%
1,500
73
$65K 0.05%
916
74
$64K 0.05%
650
75
$63K 0.05%
2,000
1 2
3
4 5