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
$144M
AUM Growth
+$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$491K
2
+$63.8K
3
+$51.7K
4
VB icon
Vanguard Small-Cap ETF
VB
+$44.2K
5
PSA icon
Public Storage
PSA
+$30K

Top Sells

1
+$1.06M
2
+$400K
3
+$284K
4
MMC icon
Marsh & McLennan
MMC
+$87.2K
5
DE icon
Deere & Co
DE
+$64.3K

Sector Composition

1 Industrials 18.37%
2 Technology 15.46%
3 Healthcare 13.55%
4 Consumer Discretionary 11.05%
5 Financials 10.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$396K 0.28%
2,159
+241
52
$380K 0.26%
5,969
-642
53
$380K 0.26%
4,687
-309
54
$343K 0.24%
4,868
-140
55
$341K 0.24%
1,675
+9
56
$267K 0.19%
4,011
-158
57
$262K 0.18%
935
+107
58
$241K 0.17%
694
-1
59
$211K 0.15%
1,873
-374
60
$208K 0.14%
2,896
+14
61
$164K 0.11%
1,492
+6
62
$151K 0.11%
1,829
+25
63
$150K 0.1%
1,106
+5
64
$130K 0.09%
237
65
$127K 0.09%
521
+2
66
$120K 0.08%
3,035
-3
67
$107K 0.07%
660
-23
68
$100K 0.07%
2,098
+7
69
$87K 0.06%
705
70
$78K 0.05%
515
+2
71
$77K 0.05%
1,539
+20
72
$75K 0.05%
1,609
+4
73
$68K 0.05%
668
+9
74
$66K 0.05%
468
+4
75
$65K 0.05%
930
+7
1 2
3
4 5