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
$180M
AUM Growth
-$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1
+$1.58M
2
+$1.41M
3
+$1.32M
4
ASML icon
ASML
ASML
+$1.32M
5
ITW icon
Illinois Tool Works
ITW
+$1.31M

Top Sells

1
+$1.96M
2
+$1.6M
3
+$1.1M
4
XYZ
Block Inc
XYZ
+$637K
5
LLY icon
Eli Lilly
LLY
+$572K

Sector Composition

1 Technology 19.34%
2 Industrials 13.24%
3 Healthcare 12.11%
4 Consumer Discretionary 11.51%
5 Communication Services 9.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$29K 0.02%
+500
127
$28K 0.02%
197
128
$28K 0.02%
+400
129
$24K 0.01%
+2,500
130
$23K 0.01%
385
+300
131
$23K 0.01%
+500
132
$23K 0.01%
+1,000
133
$22K 0.01%
+500
134
$21K 0.01%
+1,524
135
$21K 0.01%
+500
136
$20K 0.01%
+1,000
137
$20K 0.01%
+1,000
138
$19K 0.01%
+100
139
$19K 0.01%
+310
140
$19K 0.01%
+150
141
$18K 0.01%
+1,000
142
$18K 0.01%
+500
143
$18K 0.01%
92
144
$17K 0.01%
+500
145
$17K 0.01%
167
+1
146
$17K 0.01%
+95
147
$16K 0.01%
172
148
$16K 0.01%
37
149
$16K 0.01%
58
150
$15K 0.01%
+333
4 5
6
7 8