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
$186M
AUM Growth
-$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$2.54M
2
+$2.2M
3
+$1.62M
4
BLK icon
Blackrock
BLK
+$1.11M
5
ASML icon
ASML
ASML
+$1.02M

Top Sells

1
+$2.92M
2
+$2.13M
3
+$1.81M
4
DIS icon
Walt Disney
DIS
+$1.77M
5
LHX icon
L3Harris
LHX
+$1.55M

Sector Composition

1 Technology 20.14%
2 Industrials 12.63%
3 Healthcare 11.29%
4 Consumer Discretionary 10.89%
5 Financials 9.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$20K 0.01%
265
127
$19K 0.01%
400
-100
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$18K 0.01%
1,000
129
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100
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169
+1
132
$18K 0.01%
95
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$17K 0.01%
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134
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38
+1
135
$16K 0.01%
58
136
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200
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$13K 0.01%
61
139
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100
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100
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50
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$12K 0.01%
89
+1
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$11K 0.01%
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$11K 0.01%
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147
$10K 0.01%
133
+1
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$10K 0.01%
77
149
$10K 0.01%
218
150
$10K 0.01%
39
4 5
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7 8