TVWM

Tower View Wealth Management Portfolio holdings

AUM $195M
1-Year Est. Return 29.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$117M
AUM Growth
+$4.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$1.91M
2
+$1.59M
3
+$1.16M
4
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$1.15M
5
MELI icon
Mercado Libre
MELI
+$820K

Top Sells

1
+$2.08M
2
+$2.08M
3
+$1.9M
4
AOS icon
A.O. Smith
AOS
+$1.55M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.16M

Sector Composition

1 Industrials 16.65%
2 Healthcare 11.76%
3 Financials 9.04%
4 Technology 7.77%
5 Consumer Discretionary 7.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1K ﹤0.01%
+1
127
$1K ﹤0.01%
+3
128
$1K ﹤0.01%
+50
129
$1K ﹤0.01%
83
130
$1K ﹤0.01%
125
131
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-600
132
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133
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-29,081
140
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-8,538
141
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142
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2 3 4 5
6