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
$172M
AUM Growth
-$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$4.08M
2
+$2.62M
3
+$1.81M
4
GS icon
Goldman Sachs
GS
+$1.28M
5
DECK icon
Deckers Outdoor
DECK
+$1.23M

Top Sells

1
+$5.44M
2
+$2.92M
3
+$2.69M
4
NVO icon
Novo Nordisk
NVO
+$2.15M
5
UNP icon
Union Pacific
UNP
+$2.14M

Sector Composition

1 Technology 24.83%
2 Industrials 11.27%
3 Financials 11.19%
4 Consumer Discretionary 9.38%
5 Consumer Staples 8.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$198K 0.12%
533
+2
52
$189K 0.11%
1,638
+2
53
$183K 0.11%
2,212
+14
54
$167K 0.1%
2,746
+22
55
$145K 0.08%
528
+2
56
$142K 0.08%
1,442
+7
57
$142K 0.08%
1,654
+12
58
$124K 0.07%
1,046
+10
59
$121K 0.07%
1,378
+3
60
$120K 0.07%
1,332
+11
61
$118K 0.07%
1,494
+6
62
$114K 0.07%
1,453
+4
63
$96.5K 0.06%
2,214
+16
64
$86.8K 0.05%
174
-87
65
$79.4K 0.05%
2,009
+17
66
$78.8K 0.05%
248
-16
67
$77.3K 0.05%
553
+5
68
$74.7K 0.04%
970
+819
69
$73.8K 0.04%
319
-24
70
$68K 0.04%
277
+1
71
$67.8K 0.04%
549
+5
72
$59.9K 0.03%
998
+19
73
$59.6K 0.03%
1,538
-92
74
$57K 0.03%
220
-11,267
75
$55.3K 0.03%
+2,404
1 2
3
4 5