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
$132M
AUM Growth
+$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$1.82M
2
+$1.1M
3
+$1.08M
4
PAC icon
Grupo Aeroportuario del Pacifico
PAC
+$872K
5
SYK icon
Stryker
SYK
+$752K

Top Sells

1
+$1.47M
2
+$1.06M
3
+$896K
4
NFLX icon
Netflix
NFLX
+$871K
5
KSU
Kansas City Southern
KSU
+$403K

Sector Composition

1 Industrials 15.39%
2 Healthcare 12.71%
3 Technology 11.03%
4 Financials 8.03%
5 Consumer Discretionary 7.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$18K 0.01%
162
102
$17K 0.01%
221
+3
103
$15K 0.01%
150
104
$14K 0.01%
86
105
$13K 0.01%
450
106
$13K 0.01%
86
107
$11K 0.01%
1,483
+995
108
$10K 0.01%
218
109
$10K 0.01%
105
110
$10K 0.01%
71
111
$9K 0.01%
84
112
$9K 0.01%
29
113
$9K 0.01%
60
114
$8K 0.01%
640
115
$8K 0.01%
121
+1
116
$7K 0.01%
79
117
$6K ﹤0.01%
+250
118
$6K ﹤0.01%
68
119
$6K ﹤0.01%
+120
120
$5K ﹤0.01%
250
121
$5K ﹤0.01%
18
122
$4K ﹤0.01%
36
-2
123
$4K ﹤0.01%
200
+100
124
$3K ﹤0.01%
225
125
$3K ﹤0.01%
15
2 3 4
5
6