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
$197M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1 +$3.44M
2 +$2.13M
3 +$1.55M
4
ITW icon
Illinois Tool Works
ITW
+$709K
5
ETSY icon
Etsy
ETSY
+$690K

Top Sells

1 +$2.86M
2 +$1.81M
3 +$1.8M
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$1.4M
5
JAMF icon
Jamf
JAMF
+$1.18M

Sector Composition

1 Technology 17.87%
2 Healthcare 12.01%
3 Industrials 10.57%
4 Consumer Discretionary 9.73%
5 Financials 7.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$10K 0.01%
71
+1
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$9K ﹤0.01%
32
-46
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84
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42
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30
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100
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129
+1
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$7K ﹤0.01%
100
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10
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14
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57
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18
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$6K ﹤0.01%
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40
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-40
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$5K ﹤0.01%
305
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30
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257
+2
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$5K ﹤0.01%
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$5K ﹤0.01%
85
146
$4K ﹤0.01%
+30
147
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+15
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$4K ﹤0.01%
70
149
$4K ﹤0.01%
22
150
$4K ﹤0.01%
+30