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
$136M
AUM Growth
-$49.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$3.12M
2
+$2.64M
3
+$1.47M
4
ISRG icon
Intuitive Surgical
ISRG
+$1.33M
5
SHOP icon
Shopify
SHOP
+$1.31M

Top Sells

1
+$5.94M
2
+$5M
3
+$3.34M
4
WMT icon
Walmart
WMT
+$3.23M
5
SHW icon
Sherwin-Williams
SHW
+$2.75M

Sector Composition

1 Technology 17.35%
2 Industrials 15.03%
3 Healthcare 13.19%
4 Consumer Discretionary 10.64%
5 Financials 10.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$7K 0.01%
50
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42
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+65
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+300
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40
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+254
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+46
136
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4,100
137
$5K ﹤0.01%
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384
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$4K ﹤0.01%
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25
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146
$3K ﹤0.01%
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$2K ﹤0.01%
100
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$2K ﹤0.01%
+58
149
$2K ﹤0.01%
26
150
$2K ﹤0.01%
10
4 5
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7 8