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
$117M
AUM Growth
+$4.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$2.01M
2
+$1.61M
3
+$1.18M
4
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$1.18M
5
MELI icon
Mercado Libre
MELI
+$901K

Top Sells

1
+$2.08M
2
+$2.08M
3
+$1.94M
4
AOS icon
A.O. Smith
AOS
+$1.55M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.2M

Sector Composition

1 Industrials 16.65%
2 Healthcare 11.76%
3 Financials 9.04%
4 Technology 7.77%
5 Consumer Discretionary 7.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$14K 0.01%
1,200
102
$11K 0.01%
101
103
$11K 0.01%
86
104
$10K 0.01%
640
105
$9K 0.01%
218
106
$9K 0.01%
70
-1,929
107
$8K 0.01%
83
108
$7K 0.01%
29
109
$7K 0.01%
250
110
$7K 0.01%
42
111
$7K 0.01%
119
+2
112
$7K 0.01%
450
-150
113
$6K 0.01%
79
114
$5K ﹤0.01%
68
115
$5K ﹤0.01%
18
116
$4K ﹤0.01%
38
+1
117
$4K ﹤0.01%
+100
118
$3K ﹤0.01%
40
119
$3K ﹤0.01%
165
+65
120
$3K ﹤0.01%
488
121
$2K ﹤0.01%
225
122
$2K ﹤0.01%
15
123
$2K ﹤0.01%
75
124
$2K ﹤0.01%
95
125
$1K ﹤0.01%
+1
2 3 4
5
6