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
$183M
AUM Growth
+$6.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$2.77M
2
+$2.49M
3
+$2.24M
4
DHR icon
Danaher
DHR
+$2.16M
5
LULU icon
lululemon athletica
LULU
+$2M

Top Sells

1
+$2.85M
2
+$2.79M
3
+$2.69M
4
AXON icon
Axon Enterprise
AXON
+$1.96M
5
JD icon
JD.com
JD
+$1.5M

Sector Composition

1 Technology 19.21%
2 Healthcare 12.76%
3 Consumer Discretionary 9.37%
4 Industrials 8.03%
5 Consumer Staples 7.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$5K ﹤0.01%
305
152
$5K ﹤0.01%
+49
153
$5K ﹤0.01%
+60
154
$5K ﹤0.01%
+125
155
$5K ﹤0.01%
+30
156
$5K ﹤0.01%
+255
157
$5K ﹤0.01%
+15
158
$5K ﹤0.01%
85
-15
159
$4K ﹤0.01%
70
160
$4K ﹤0.01%
22
161
$4K ﹤0.01%
115
162
$3K ﹤0.01%
+38
163
$3K ﹤0.01%
26
164
$2K ﹤0.01%
93
-87
165
$2K ﹤0.01%
165
166
$2K ﹤0.01%
53
167
$2K ﹤0.01%
+50
168
$1K ﹤0.01%
20
-30
169
$1K ﹤0.01%
+2
170
$1K ﹤0.01%
5
171
$1K ﹤0.01%
+21
172
$1K ﹤0.01%
+7
173
$1K ﹤0.01%
83
174
$1K ﹤0.01%
+16
175
$0 ﹤0.01%
+2
5 6
7
8 9