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
$109M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1 +$5.51M
2 +$4.43M
3 +$3.21M
4
JNJ icon
Johnson & Johnson
JNJ
+$3.1M
5
PEP icon
PepsiCo
PEP
+$2.9M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 15.05%
2 Financials 12.81%
3 Technology 6.6%
4 Consumer Staples 6.32%
5 Communication Services 5.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$4K ﹤0.01%
+36
127
$4K ﹤0.01%
+59
128
$3K ﹤0.01%
+31
129
$3K ﹤0.01%
+75
130
$3K ﹤0.01%
+39
131
$2K ﹤0.01%
+95
132
$2K ﹤0.01%
+60
133
$2K ﹤0.01%
+15
134
$2K ﹤0.01%
+10
135
$2K ﹤0.01%
+225
136
$1K ﹤0.01%
+83
137
$1K ﹤0.01%
+5
138
$0 ﹤0.01%
+6