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
$144M
AUM Growth
+$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$491K
2
+$63.8K
3
+$51.7K
4
VB icon
Vanguard Small-Cap ETF
VB
+$44.2K
5
PSA icon
Public Storage
PSA
+$30K

Top Sells

1
+$1.06M
2
+$400K
3
+$284K
4
MMC icon
Marsh & McLennan
MMC
+$87.2K
5
DE icon
Deere & Co
DE
+$64.3K

Sector Composition

1 Industrials 18.37%
2 Technology 15.46%
3 Healthcare 13.55%
4 Consumer Discretionary 11.05%
5 Financials 10.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$63K 0.04%
568
-23
77
$62K 0.04%
280
+3
78
$61K 0.04%
2,041
+22
79
$53K 0.04%
453
+1
80
$53K 0.04%
1,025
+8
81
$48K 0.03%
400
82
$48K 0.03%
459
+4
83
$47K 0.03%
505
+2
84
$46K 0.03%
209
-20
85
$45K 0.03%
405
+2
86
$43K 0.03%
938
+19
87
$37K 0.03%
273
+2
88
$34K 0.02%
614
89
$31K 0.02%
508
+4
90
$30K 0.02%
406
+2
91
$28K 0.02%
100
92
$27K 0.02%
400
93
$27K 0.02%
+78
94
$25K 0.02%
1,704
+9
95
$24K 0.02%
191
96
$24K 0.02%
600
97
$24K 0.02%
508
+4
98
$22K 0.02%
267
99
$22K 0.02%
252
+51
100
$22K 0.02%
510
+5
2 3
4
5 6