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
$136M
AUM Growth
-$49.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$3.12M
2
+$2.64M
3
+$1.47M
4
ISRG icon
Intuitive Surgical
ISRG
+$1.33M
5
SHOP icon
Shopify
SHOP
+$1.31M

Top Sells

1
+$5.94M
2
+$5M
3
+$3.34M
4
WMT icon
Walmart
WMT
+$3.23M
5
SHW icon
Sherwin-Williams
SHW
+$2.75M

Sector Composition

1 Technology 17.35%
2 Industrials 15.03%
3 Healthcare 13.19%
4 Consumer Discretionary 10.64%
5 Financials 10.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
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461
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277
78
$56K 0.04%
1,223
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191
2 3
4
5 6