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
$183M
AUM Growth
+$6.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$3.02M
2
+$2.46M
3
+$2.31M
4
DHR icon
Danaher
DHR
+$2.2M
5
LULU icon
lululemon athletica
LULU
+$2.14M

Top Sells

1
+$2.79M
2
+$2.7M
3
+$2.64M
4
AXON icon
Axon Enterprise
AXON
+$1.96M
5
JD icon
JD.com
JD
+$1.5M

Sector Composition

1 Technology 19.21%
2 Healthcare 12.76%
3 Consumer Discretionary 9.37%
4 Industrials 8.03%
5 Consumer Staples 7.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$10K 0.01%
70
-364
127
$9K ﹤0.01%
42
128
$9K ﹤0.01%
64
129
$9K ﹤0.01%
39
+1
130
$9K ﹤0.01%
+63
131
$8K ﹤0.01%
29
132
$8K ﹤0.01%
100
133
$8K ﹤0.01%
58
+34
134
$8K ﹤0.01%
128
+2
135
$8K ﹤0.01%
+60
136
$7K ﹤0.01%
+100
137
$7K ﹤0.01%
76
138
$7K ﹤0.01%
30
139
$7K ﹤0.01%
+220
140
$7K ﹤0.01%
18
141
$7K ﹤0.01%
377
-350
142
$6K ﹤0.01%
+75
143
$6K ﹤0.01%
+10
144
$6K ﹤0.01%
+20
145
$6K ﹤0.01%
14
146
$6K ﹤0.01%
+40
147
$6K ﹤0.01%
+57
148
$6K ﹤0.01%
+58
149
$6K ﹤0.01%
95
+1
150
$5K ﹤0.01%
305
4 5
6
7 8