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
$109M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$5.51M
2
+$4.43M
3
+$3.21M
4
JNJ icon
Johnson & Johnson
JNJ
+$3.1M
5
PEP icon
PepsiCo
PEP
+$2.9M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 15.05%
2 Financials 12.81%
3 Technology 6.6%
4 Consumer Staples 6.32%
5 Communication Services 5.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$69K 0.06%
+1,207
77
$66K 0.06%
+3,180
78
$65K 0.06%
+1,000
79
$62K 0.06%
+978
80
$54K 0.05%
+439
81
$54K 0.05%
+511
82
$53K 0.05%
+1,110
83
$53K 0.05%
+1,534
84
$53K 0.05%
+305
85
$47K 0.04%
+1,196
86
$46K 0.04%
+564
87
$45K 0.04%
+406
88
$44K 0.04%
+916
89
$42K 0.04%
+269
90
$41K 0.04%
+217
91
$41K 0.04%
+515
92
$40K 0.04%
+508
93
$37K 0.03%
+320
94
$37K 0.03%
+195
95
$36K 0.03%
+415
96
$34K 0.03%
+546
97
$33K 0.03%
+400
98
$32K 0.03%
+200
99
$31K 0.03%
+245
100
$29K 0.03%
+298
2 3
4
5 6