TVWM

Tower View Wealth Management Portfolio holdings

AUM $202M
1-Year Est. Return 24.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$96.8M
AUM Growth
-$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$1.81M
2
+$1.33M
3
+$1.09M
4
ISRG icon
Intuitive Surgical
ISRG
+$976K
5
VHT icon
Vanguard Health Care ETF
VHT
+$894K

Top Sells

1
+$1.73M
2
+$1.72M
3
+$1.57M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.27M
5
ROK icon
Rockwell Automation
ROK
+$1.27M

Sector Composition

1 Industrials 16.04%
2 Healthcare 14.18%
3 Financials 10.08%
4 Consumer Discretionary 6.77%
5 Technology 6.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2K ﹤0.01%
40
+1
127
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15
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$2K ﹤0.01%
95
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$2K ﹤0.01%
79
130
$1K ﹤0.01%
225
131
$1K ﹤0.01%
51
+1
132
$1K ﹤0.01%
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