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
$136M
AUM Growth
-$49.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$3.12M
2
+$2.64M
3
+$1.47M
4
ISRG icon
Intuitive Surgical
ISRG
+$1.33M
5
SHOP icon
Shopify
SHOP
+$1.31M

Top Sells

1
+$5.94M
2
+$5M
3
+$3.34M
4
WMT icon
Walmart
WMT
+$3.23M
5
SHW icon
Sherwin-Williams
SHW
+$2.75M

Sector Composition

1 Technology 17.35%
2 Industrials 15.03%
3 Healthcare 13.19%
4 Consumer Discretionary 10.64%
5 Financials 10.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$19K 0.01%
151
+1
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100
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+180
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400
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38
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1,008
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73
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+1
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$11K 0.01%
73
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$10K 0.01%
40
+1
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$10K 0.01%
72
-1,256
118
$10K 0.01%
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119
$9K 0.01%
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120
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+147
121
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100
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126
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$8K 0.01%
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124
$8K 0.01%
77
125
$8K 0.01%
+278
3 4
5
6 7