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
$197M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$3.44M
2
+$2.13M
3
+$1.55M
4
ITW icon
Illinois Tool Works
ITW
+$709K
5
ETSY icon
Etsy
ETSY
+$690K

Top Sells

1
+$2.86M
2
+$1.81M
3
+$1.8M
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$1.4M
5
JAMF icon
Jamf
JAMF
+$1.18M

Sector Composition

1 Technology 17.87%
2 Healthcare 12.01%
3 Industrials 10.57%
4 Consumer Discretionary 9.73%
5 Financials 7.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$29K 0.01%
1,016
+16
102
$19K 0.01%
165
-23
103
$17K 0.01%
+166
104
$17K 0.01%
92
105
$16K 0.01%
172
106
$16K 0.01%
37
107
$16K 0.01%
58
108
$14K 0.01%
640
109
$14K 0.01%
79
110
$13K 0.01%
38
111
$13K 0.01%
378
+1
112
$12K 0.01%
218
113
$12K 0.01%
77
+1
114
$12K 0.01%
40
115
$11K 0.01%
87
116
$11K 0.01%
250
117
$11K 0.01%
200
118
$11K 0.01%
+373
119
$11K 0.01%
60
120
$11K 0.01%
+1,000
121
$10K 0.01%
39
122
$10K 0.01%
63
123
$10K 0.01%
29
124
$10K 0.01%
49
125
$10K 0.01%
64
3 4
5
6 7