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
$144M
AUM Growth
+$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$491K
2
+$63.8K
3
+$51.7K
4
VB icon
Vanguard Small-Cap ETF
VB
+$44.2K
5
PSA icon
Public Storage
PSA
+$30K

Top Sells

1
+$1.06M
2
+$400K
3
+$284K
4
MMC icon
Marsh & McLennan
MMC
+$87.2K
5
DE icon
Deere & Co
DE
+$64.3K

Sector Composition

1 Industrials 18.37%
2 Technology 15.46%
3 Healthcare 13.55%
4 Consumer Discretionary 11.05%
5 Financials 10.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$22K 0.02%
138
+1
102
$18K 0.01%
5,566
103
$17K 0.01%
405
+2
104
$17K 0.01%
202
+1
105
$17K 0.01%
153
+1
106
$16K 0.01%
101
107
$15K 0.01%
38
108
$14K 0.01%
391
109
$14K 0.01%
260
110
$14K 0.01%
1,044
+15
111
$13K 0.01%
134
112
$13K 0.01%
58
-22
113
$13K 0.01%
102
+1
114
$13K 0.01%
153
+2
115
$12K 0.01%
122
+1
116
$12K 0.01%
96
+1
117
$11K 0.01%
74
+1
118
$10K 0.01%
147
119
$10K 0.01%
137
+2
120
$10K 0.01%
128
+1
121
$9K 0.01%
51
122
$9K 0.01%
87
-17
123
$9K 0.01%
78
+1
124
$9K 0.01%
513
-115
125
$8K 0.01%
29
3 4
5
6 7