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
$113M
AUM Growth
+$15.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$3.1M
2
+$785K
3
+$575K
4
STZ icon
Constellation Brands
STZ
+$526K
5
IAC icon
IAC Inc
IAC
+$358K

Top Sells

1
+$2.92M
2
+$1.46M
3
+$1.09M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$202K
5
DIS icon
Walt Disney
DIS
+$135K

Sector Composition

1 Industrials 16.28%
2 Healthcare 13.89%
3 Financials 9.79%
4 Consumer Discretionary 7.02%
5 Technology 6.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$45K 0.04%
1,232
+7
77
$44K 0.04%
370
78
$43K 0.04%
333
+2
79
$41K 0.04%
260
+60
80
$36K 0.03%
400
81
$33K 0.03%
659
+4
82
$33K 0.03%
229
-118
83
$32K 0.03%
399
+1
84
$30K 0.03%
165
85
$30K 0.03%
247
86
$30K 0.03%
192
87
$29K 0.03%
614
88
$29K 0.03%
600
89
$29K 0.03%
2,544
+12
90
$26K 0.02%
244
91
$26K 0.02%
275
92
$25K 0.02%
309
+2
93
$24K 0.02%
197
94
$22K 0.02%
431
95
$21K 0.02%
263
+4
96
$21K 0.02%
425
+1
97
$20K 0.02%
+106
98
$17K 0.02%
720
-339
99
$14K 0.01%
+58
100
$14K 0.01%
218
2 3
4
5 6