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
$161M
AUM Growth
+$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1 +$1.9M
2 +$1.12M
3 +$845K
4
MKC icon
McCormick & Company Non-Voting
MKC
+$656K
5
ADI icon
Analog Devices
ADI
+$389K

Top Sells

1 +$1.32M
2 +$1.01M
3 +$428K
4
MDLZ icon
Mondelez International
MDLZ
+$294K
5
KO icon
Coca-Cola
KO
+$263K

Sector Composition

1 Technology 22.82%
2 Industrials 14.65%
3 Healthcare 13.92%
4 Consumer Discretionary 12.23%
5 Financials 6.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$57K 0.04%
610
+5
77
$56K 0.03%
214
+1
78
$54K 0.03%
462
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79
$53K 0.03%
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710
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81
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$30K 0.02%
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96
$26K 0.02%
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$25K 0.02%
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$23K 0.01%
500
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$22K 0.01%
100