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
$137M
AUM Growth
+$25.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$1.23M
3
+$1.21M
4
VDC icon
Vanguard Consumer Staples ETF
VDC
+$1.13M
5
SHW icon
Sherwin-Williams
SHW
+$1.11M

Top Sells

1
+$6.31M
2
+$1.7M
3
+$1.68M
4
ISRG icon
Intuitive Surgical
ISRG
+$1.59M
5
VB icon
Vanguard Small-Cap ETF
VB
+$1.51M

Sector Composition

1 Technology 18.08%
2 Healthcare 13.02%
3 Industrials 12.25%
4 Consumer Discretionary 8.12%
5 Financials 7.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$51K 0.04%
272
+12
77
$49K 0.04%
1,169
+6
78
$45K 0.03%
494
-87
79
$38K 0.03%
310
+3
80
$35K 0.03%
400
81
$29K 0.02%
614
82
$28K 0.02%
281
+4
83
$25K 0.02%
2,004
+6
84
$23K 0.02%
197
85
$21K 0.02%
120
-101
86
$17K 0.01%
100
87
$16K 0.01%
943
-540
88
$13K 0.01%
+56
89
$12K 0.01%
130
+38
90
$11K 0.01%
+38
91
$11K 0.01%
126
-124
92
$11K 0.01%
+34
93
$11K 0.01%
35
+10
94
$10K 0.01%
+38
95
$10K 0.01%
79
96
$10K 0.01%
+60
97
$9K 0.01%
+70
98
$9K 0.01%
218
99
$9K 0.01%
40
-5,976
100
$8K 0.01%
85
2 3
4
5 6