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
$113M
AUM Growth
+$15.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$3.1M
2
+$785K
3
+$575K
4
STZ icon
Constellation Brands
STZ
+$526K
5
IAC icon
IAC Inc
IAC
+$358K

Top Sells

1
+$2.92M
2
+$1.46M
3
+$1.09M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$202K
5
DIS icon
Walt Disney
DIS
+$135K

Sector Composition

1 Industrials 16.28%
2 Healthcare 13.89%
3 Financials 9.79%
4 Consumer Discretionary 7.02%
5 Technology 6.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$13K 0.01%
640
102
$13K 0.01%
388
103
$13K 0.01%
742
+7
104
$13K 0.01%
150
105
$13K 0.01%
+162
106
$12K 0.01%
1,200
107
$11K 0.01%
+70
108
$11K 0.01%
600
109
$11K 0.01%
+86
110
$10K 0.01%
250
111
$10K 0.01%
101
112
$9K 0.01%
218
113
$9K 0.01%
79
114
$8K 0.01%
83
115
$7K 0.01%
29
116
$7K 0.01%
+42
117
$6K 0.01%
+66
118
$6K 0.01%
117
+1
119
$5K ﹤0.01%
68
120
$4K ﹤0.01%
36
121
$4K ﹤0.01%
18
122
$4K ﹤0.01%
488
123
$4K ﹤0.01%
37
124
$3K ﹤0.01%
40
125
$3K ﹤0.01%
67
2 3 4
5
6