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
$172M
AUM Growth
-$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$4.08M
2
+$2.62M
3
+$1.81M
4
GS icon
Goldman Sachs
GS
+$1.28M
5
DECK icon
Deckers Outdoor
DECK
+$1.23M

Top Sells

1
+$5.44M
2
+$2.92M
3
+$2.69M
4
NVO icon
Novo Nordisk
NVO
+$2.15M
5
UNP icon
Union Pacific
UNP
+$2.14M

Sector Composition

1 Technology 24.83%
2 Industrials 11.27%
3 Financials 11.19%
4 Consumer Discretionary 9.38%
5 Consumer Staples 8.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$55K 0.03%
669
+5
77
$54.6K 0.03%
220
+1
78
$51.6K 0.03%
+2,119
79
$50K 0.03%
476
+4
80
$49.8K 0.03%
734
+6
81
$46.4K 0.03%
227
+1
82
$45K 0.03%
551
-14
83
$43.3K 0.03%
195
84
$38.5K 0.02%
69
+1
85
$38K 0.02%
229
-28
86
$37.5K 0.02%
277
+2
87
$36.7K 0.02%
519
+4
88
$35.3K 0.02%
413
89
$33.6K 0.02%
544
+3
90
$32.8K 0.02%
447
+3
91
$30.6K 0.02%
1,080
+12
92
$29.4K 0.02%
1,160
+18
93
$29K 0.02%
140
-22
94
$25.4K 0.01%
500
+3
95
$25.4K 0.01%
524
+3
96
$25.1K 0.01%
500
97
$24K 0.01%
+1,035
98
$23.1K 0.01%
75
99
$21.5K 0.01%
303
-19
100
$21.4K 0.01%
59
2 3
4
5 6