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
$144M
AUM Growth
+$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$491K
2
+$63.8K
3
+$51.7K
4
VB icon
Vanguard Small-Cap ETF
VB
+$44.2K
5
PSA icon
Public Storage
PSA
+$30K

Top Sells

1
+$1.06M
2
+$400K
3
+$284K
4
MMC icon
Marsh & McLennan
MMC
+$87.2K
5
DE icon
Deere & Co
DE
+$64.3K

Sector Composition

1 Industrials 18.37%
2 Technology 15.46%
3 Healthcare 13.55%
4 Consumer Discretionary 11.05%
5 Financials 10.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$8K 0.01%
65
127
$8K 0.01%
101
+1
128
$7K ﹤0.01%
250
129
$7K ﹤0.01%
65
130
$7K ﹤0.01%
300
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$7K ﹤0.01%
278
132
$6K ﹤0.01%
41
+1
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$6K ﹤0.01%
254
134
$6K ﹤0.01%
46
135
$6K ﹤0.01%
134
136
$5K ﹤0.01%
19
137
$5K ﹤0.01%
67
138
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37
-4
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$5K ﹤0.01%
23
140
$5K ﹤0.01%
30
141
$5K ﹤0.01%
4,100
142
$4K ﹤0.01%
20
143
$4K ﹤0.01%
44
144
$4K ﹤0.01%
21
145
$4K ﹤0.01%
150
146
$3K ﹤0.01%
35
147
$3K ﹤0.01%
70
148
$3K ﹤0.01%
26
149
$3K ﹤0.01%
+15
150
$3K ﹤0.01%
391
+4
3 4 5
6
7