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
$180M
AUM Growth
-$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1
+$1.58M
2
+$1.41M
3
+$1.32M
4
ASML icon
ASML
ASML
+$1.32M
5
ITW icon
Illinois Tool Works
ITW
+$1.31M

Top Sells

1
+$1.96M
2
+$1.6M
3
+$1.1M
4
XYZ
Block Inc
XYZ
+$637K
5
LLY icon
Eli Lilly
LLY
+$572K

Sector Composition

1 Technology 19.34%
2 Industrials 13.24%
3 Healthcare 12.11%
4 Consumer Discretionary 11.51%
5 Communication Services 9.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$15K 0.01%
+3,000
152
$15K 0.01%
79
153
$14K 0.01%
640
154
$14K 0.01%
+1,000
155
$14K 0.01%
+150
156
$14K 0.01%
+100
157
$13K 0.01%
38
158
$13K 0.01%
+500
159
$13K 0.01%
+500
160
$13K 0.01%
+213
161
$12K 0.01%
100
162
$12K 0.01%
+200
163
$12K 0.01%
42
164
$12K 0.01%
+100
165
$12K 0.01%
40
166
$12K 0.01%
60
167
$12K 0.01%
+120
168
$11K 0.01%
88
+1
169
$11K 0.01%
63
170
$11K 0.01%
77
171
$11K 0.01%
+150
172
$11K 0.01%
+1,000
173
$11K 0.01%
1,000
174
$10K 0.01%
39
175
$10K 0.01%
250
5 6
7
8 9