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
$121M
AUM Growth
+$3.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$1.39M
2
+$498K
3
+$388K
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$236K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$121K

Top Sells

1
+$559K
2
+$338K
3
+$201K
4
VHT icon
Vanguard Health Care ETF
VHT
+$177K
5
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$77.4K

Sector Composition

1 Industrials 16.93%
2 Healthcare 11.89%
3 Technology 8.93%
4 Financials 8.33%
5 Consumer Discretionary 7.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2K ﹤0.01%
15
127
$2K ﹤0.01%
488
128
$1K ﹤0.01%
1
129
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3
130
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165
131
$1K ﹤0.01%
51
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$1K ﹤0.01%
+7
133
$1K ﹤0.01%
50
134
$1K ﹤0.01%
16
-1,238
135
$1K ﹤0.01%
125
136
– –
-430
137
$0 ﹤0.01%
83
2 3 4 5
6