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
$137M
AUM Growth
+$25.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$1.23M
3
+$1.21M
4
VDC icon
Vanguard Consumer Staples ETF
VDC
+$1.13M
5
SHW icon
Sherwin-Williams
SHW
+$1.11M

Top Sells

1
+$6.31M
2
+$1.7M
3
+$1.68M
4
ISRG icon
Intuitive Surgical
ISRG
+$1.59M
5
VB icon
Vanguard Small-Cap ETF
VB
+$1.51M

Sector Composition

1 Technology 18.08%
2 Healthcare 13.02%
3 Industrials 12.25%
4 Consumer Discretionary 8.12%
5 Financials 7.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$4K ﹤0.01%
+72
127
$4K ﹤0.01%
+60
128
$4K ﹤0.01%
95
129
$4K ﹤0.01%
100
-101
130
$3K ﹤0.01%
+14
131
$3K ﹤0.01%
+24
132
$3K ﹤0.01%
+22
133
$3K ﹤0.01%
+26
134
$3K ﹤0.01%
147
-778
135
$2K ﹤0.01%
225
136
$2K ﹤0.01%
52
137
$2K ﹤0.01%
+24
138
$2K ﹤0.01%
+55
139
$2K ﹤0.01%
75
140
$1K ﹤0.01%
165
141
$1K ﹤0.01%
+17
142
$1K ﹤0.01%
3
-18,925
143
$1K ﹤0.01%
+2
144
$1K ﹤0.01%
125
145
$0 ﹤0.01%
3
146
– –
-60
147
– –
-9,663
148
$0 ﹤0.01%
83
149
– –
-121
150
– –
-27,170
3 4 5
6
7