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
$197M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1 +$3.44M
2 +$2.13M
3 +$1.55M
4
ITW icon
Illinois Tool Works
ITW
+$709K
5
ETSY icon
Etsy
ETSY
+$690K

Top Sells

1 +$2.86M
2 +$1.81M
3 +$1.8M
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$1.4M
5
JAMF icon
Jamf
JAMF
+$1.18M

Sector Composition

1 Technology 17.87%
2 Healthcare 12.01%
3 Industrials 10.57%
4 Consumer Discretionary 9.73%
5 Financials 7.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
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705
77
$133K 0.07%
512
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78
$128K 0.06%
253
79
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977
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81
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232
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$89K 0.05%
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83
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84
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100
$29K 0.01%
1,015
+15