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
$111M
AUM Growth
-$21.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$1.91M
2
+$1.39M
3
+$1.18M
4
SHOP icon
Shopify
SHOP
+$1.13M
5
BABA icon
Alibaba
BABA
+$967K

Top Sells

1
+$2.76M
2
+$2.24M
3
+$2.22M
4
RTX icon
RTX Corp
RTX
+$1.94M
5
DAL icon
Delta Air Lines
DAL
+$1.71M

Sector Composition

1 Technology 14.77%
2 Healthcare 14.61%
3 Industrials 11.26%
4 Consumer Discretionary 7.99%
5 Financials 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$36K 0.03%
1,035
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77
$31K 0.03%
400
78
$31K 0.03%
221
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277
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81
$20K 0.02%
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82
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925
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83
$19K 0.02%
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84
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250
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85
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100
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86
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100
$5K ﹤0.01%
200
2 3
4
5 6