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
$183M
AUM Growth
+$6.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$2.77M
2
+$2.49M
3
+$2.24M
4
DHR icon
Danaher
DHR
+$2.16M
5
LULU icon
lululemon athletica
LULU
+$2M

Top Sells

1
+$2.85M
2
+$2.79M
3
+$2.69M
4
AXON icon
Axon Enterprise
AXON
+$1.96M
5
JD icon
JD.com
JD
+$1.5M

Sector Composition

1 Technology 19.21%
2 Healthcare 12.76%
3 Consumer Discretionary 9.37%
4 Industrials 8.03%
5 Consumer Staples 7.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$30K 0.02%
85
+60
102
$28K 0.02%
1,000
103
$28K 0.02%
1,000
104
$27K 0.01%
122
105
$26K 0.01%
89
+33
106
$22K 0.01%
78
+46
107
$22K 0.01%
100
108
$20K 0.01%
188
-230
109
$19K 0.01%
110
-4,649
110
$15K 0.01%
+172
111
$15K 0.01%
37
112
$14K 0.01%
+58
113
$14K 0.01%
+92
114
$13K 0.01%
38
115
$13K 0.01%
+200
116
$13K 0.01%
79
117
$12K 0.01%
640
118
$12K 0.01%
250
119
$12K 0.01%
218
120
$11K 0.01%
60
121
$10K 0.01%
+49
122
$10K 0.01%
87
+1
123
$10K 0.01%
84
124
$10K 0.01%
76
125
$10K 0.01%
40
3 4
5
6 7