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
$186M
AUM Growth
-$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$2.54M
2
+$2.2M
3
+$1.62M
4
BLK icon
Blackrock
BLK
+$1.11M
5
ASML icon
ASML
ASML
+$1.02M

Top Sells

1
+$2.92M
2
+$2.13M
3
+$1.81M
4
DIS icon
Walt Disney
DIS
+$1.77M
5
LHX icon
L3Harris
LHX
+$1.55M

Sector Composition

1 Technology 20.14%
2 Industrials 12.63%
3 Healthcare 11.29%
4 Consumer Discretionary 10.89%
5 Financials 9.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$52K 0.03%
1,000
102
$51K 0.03%
500
103
$47K 0.03%
900
-100
104
$46K 0.02%
335
-94
105
$45K 0.02%
450
-50
106
$44K 0.02%
570
107
$39K 0.02%
450
-50
108
$37K 0.02%
200
109
$37K 0.02%
600
-200
110
$37K 0.02%
2,058
+6
111
$36K 0.02%
614
112
$35K 0.02%
500
113
$33K 0.02%
500
114
$33K 0.02%
400
115
$32K 0.02%
385
116
$28K 0.02%
500
-300
117
$28K 0.02%
133
118
$27K 0.01%
500
119
$24K 0.01%
136
120
$24K 0.01%
191
-6
121
$23K 0.01%
150
122
$23K 0.01%
400
123
$22K 0.01%
640
124
$22K 0.01%
+200
125
$21K 0.01%
100
3 4
5
6 7