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
$183M
AUM Growth
+$6.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$2.77M
2
+$2.49M
3
+$2.24M
4
DHR icon
Danaher
DHR
+$2.16M
5
LULU icon
lululemon athletica
LULU
+$2M

Top Sells

1
+$2.85M
2
+$2.79M
3
+$2.69M
4
AXON icon
Axon Enterprise
AXON
+$1.96M
5
JD icon
JD.com
JD
+$1.5M

Sector Composition

1 Technology 19.21%
2 Healthcare 12.76%
3 Consumer Discretionary 9.37%
4 Industrials 8.03%
5 Consumer Staples 7.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$215K 0.12%
3,678
-126
77
$174K 0.1%
3,101
-400
78
$159K 0.09%
333
+1
79
$157K 0.09%
705
+30
80
$157K 0.09%
734
-101
81
$124K 0.07%
511
+1
82
$115K 0.06%
253
+17
83
$114K 0.06%
974
+4
84
$104K 0.06%
502
-53
85
$91K 0.05%
1,573
+16
86
$85K 0.05%
232
87
$76K 0.04%
1,206
-437
88
$67K 0.04%
283
-10
89
$66K 0.04%
992
+76
90
$62K 0.03%
1,600
-600
91
$62K 0.03%
277
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92
$53K 0.03%
1,189
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93
$52K 0.03%
247
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$50K 0.03%
415
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95
$46K 0.03%
400
96
$39K 0.02%
1,500
97
$34K 0.02%
225
+94
98
$33K 0.02%
2,034
+6
99
$31K 0.02%
197
100
$30K 0.02%
614
2 3
4
5 6