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
$172M
AUM Growth
-$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$4.08M
2
+$2.62M
3
+$1.81M
4
GS icon
Goldman Sachs
GS
+$1.28M
5
DECK icon
Deckers Outdoor
DECK
+$1.23M

Top Sells

1
+$5.44M
2
+$2.92M
3
+$2.69M
4
NVO icon
Novo Nordisk
NVO
+$2.15M
5
UNP icon
Union Pacific
UNP
+$2.14M

Sector Composition

1 Technology 24.83%
2 Industrials 11.27%
3 Financials 11.19%
4 Consumer Discretionary 9.38%
5 Consumer Staples 8.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$21K 0.01%
+134
102
$20.5K 0.01%
22
103
$19.8K 0.01%
75
-5,610
104
$19.5K 0.01%
+376
105
$19.3K 0.01%
98
-8
106
$17.8K 0.01%
298
+3
107
$17.4K 0.01%
189
+1
108
$17.3K 0.01%
+355
109
$17.2K 0.01%
2,647
+86
110
$16.2K 0.01%
60
-201
111
$16.1K 0.01%
102
112
$15.4K 0.01%
27
113
$15.4K 0.01%
89
114
$15.2K 0.01%
+542
115
$14.7K 0.01%
130
116
$14.5K 0.01%
1,448
+22
117
$14.3K 0.01%
+518
118
$14.2K 0.01%
400
119
$14.1K 0.01%
+376
120
$14K 0.01%
5,566
121
$13.9K 0.01%
382
122
$13.6K 0.01%
80
+1
123
$13.5K 0.01%
80
124
$13.4K 0.01%
364
+3
125
$13.4K 0.01%
177
-86
3 4
5
6 7