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
$113M
AUM Growth
+$15.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$3.1M
2
+$785K
3
+$575K
4
STZ icon
Constellation Brands
STZ
+$526K
5
IAC icon
IAC Inc
IAC
+$358K

Top Sells

1
+$2.92M
2
+$1.46M
3
+$1.09M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$202K
5
DIS icon
Walt Disney
DIS
+$135K

Sector Composition

1 Industrials 16.28%
2 Healthcare 13.89%
3 Financials 9.79%
4 Consumer Discretionary 7.02%
5 Technology 6.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$3K ﹤0.01%
75
127
$3K ﹤0.01%
34
128
$2K ﹤0.01%
+100
129
$2K ﹤0.01%
15
130
$2K ﹤0.01%
95
131
$2K ﹤0.01%
79
132
$1K ﹤0.01%
+125
133
$1K ﹤0.01%
225
134
$1K ﹤0.01%
51
135
$1K ﹤0.01%
+50
136
– –
-305
137
– –
-3,195
138
– –
-1,234
139
– –
-22,664
140
– –
-238
141
$0 ﹤0.01%
83
142
– –
-199
143
– –
-645
2 3 4 5
6