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
$132M
AUM Growth
+$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$1.82M
2
+$1.1M
3
+$1.08M
4
PAC icon
Grupo Aeroportuario del Pacifico
PAC
+$872K
5
SYK icon
Stryker
SYK
+$752K

Top Sells

1
+$1.47M
2
+$1.06M
3
+$896K
4
NFLX icon
Netflix
NFLX
+$871K
5
KSU
Kansas City Southern
KSU
+$403K

Sector Composition

1 Industrials 15.39%
2 Healthcare 12.71%
3 Technology 11.03%
4 Financials 8.03%
5 Consumer Discretionary 7.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$54K 0.04%
1,157
+6
77
$53K 0.04%
614
+3
78
$53K 0.04%
418
+2
79
$47K 0.04%
792
80
$43K 0.03%
304
+4
81
$42K 0.03%
260
82
$42K 0.03%
234
+2
83
$37K 0.03%
614
84
$36K 0.03%
400
85
$36K 0.03%
1,100
-26,600
86
$35K 0.03%
669
+4
87
$35K 0.03%
165
88
$34K 0.03%
193
+1
89
$33K 0.03%
2,586
+30
90
$31K 0.02%
+520
91
$30K 0.02%
249
92
$30K 0.02%
248
+1
93
$29K 0.02%
197
94
$24K 0.02%
274
+3
95
$24K 0.02%
438
+7
96
$22K 0.02%
731
+5
97
$20K 0.02%
250
+2
98
$20K 0.02%
143
+1
99
$19K 0.01%
1,200
100
$18K 0.01%
265
-48
2 3
4
5 6