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
$137M
AUM Growth
+$25.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$1.23M
3
+$1.21M
4
VDC icon
Vanguard Consumer Staples ETF
VDC
+$1.13M
5
SHW icon
Sherwin-Williams
SHW
+$1.11M

Top Sells

1
+$6.31M
2
+$1.7M
3
+$1.68M
4
ISRG icon
Intuitive Surgical
ISRG
+$1.59M
5
VB icon
Vanguard Small-Cap ETF
VB
+$1.51M

Sector Composition

1 Technology 18.08%
2 Healthcare 13.02%
3 Industrials 12.25%
4 Consumer Discretionary 8.12%
5 Financials 7.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-7,088
152
– –
-86
153
– –
-275
3 4 5 6
7