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
$186M
AUM Growth
-$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$2.54M
2
+$2.2M
3
+$1.62M
4
BLK icon
Blackrock
BLK
+$1.11M
5
ASML icon
ASML
ASML
+$1.02M

Top Sells

1
+$2.92M
2
+$2.13M
3
+$1.81M
4
DIS icon
Walt Disney
DIS
+$1.77M
5
LHX icon
L3Harris
LHX
+$1.55M

Sector Composition

1 Technology 20.14%
2 Industrials 12.63%
3 Healthcare 11.29%
4 Consumer Discretionary 10.89%
5 Financials 9.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$209K 0.11%
2,866
-47
77
$203K 0.11%
+1,896
78
$185K 0.1%
1,328
+35
79
$183K 0.1%
1,650
+25
80
$162K 0.09%
1,371
-98
81
$150K 0.08%
253
82
$150K 0.08%
1,093
+4
83
$139K 0.07%
2,736
+17
84
$138K 0.07%
516
+1
85
$137K 0.07%
+971
86
$116K 0.06%
508
+1
87
$103K 0.06%
2,500
-100
88
$98K 0.05%
2,000
89
$97K 0.05%
599
+1
90
$94K 0.05%
1,600
-150
91
$83K 0.04%
1,500
92
$73K 0.04%
277
+1
93
$68K 0.04%
458
94
$66K 0.04%
916
95
$63K 0.03%
500
96
$62K 0.03%
1,216
+7
97
$61K 0.03%
650
-150
98
$59K 0.03%
500
-200
99
$55K 0.03%
260
100
$54K 0.03%
400
2 3
4
5 6