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
$96.8M
AUM Growth
-$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$1.87M
2
+$1.24M
3
+$1.01M
4
ISRG icon
Intuitive Surgical
ISRG
+$920K
5
VHT icon
Vanguard Health Care ETF
VHT
+$847K

Top Sells

1
+$1.73M
2
+$1.59M
3
+$1.57M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.19M
5
ROK icon
Rockwell Automation
ROK
+$1.15M

Sector Composition

1 Industrials 16.04%
2 Healthcare 14.18%
3 Financials 10.08%
4 Consumer Discretionary 6.77%
5 Technology 6.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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152
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154
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-9,543
155
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157
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3 4 5 6
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