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
$186M
AUM Growth
-$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$2.54M
2
+$2.2M
3
+$1.62M
4
BLK icon
Blackrock
BLK
+$1.11M
5
ASML icon
ASML
ASML
+$1.02M

Top Sells

1
+$2.92M
2
+$2.13M
3
+$1.81M
4
DIS icon
Walt Disney
DIS
+$1.77M
5
LHX icon
L3Harris
LHX
+$1.55M

Sector Composition

1 Technology 20.14%
2 Industrials 12.63%
3 Healthcare 11.29%
4 Consumer Discretionary 10.89%
5 Financials 9.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$9K ﹤0.01%
125
152
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30
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$9K ﹤0.01%
250
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50
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+4,100
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$7K ﹤0.01%
57
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40
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$6K ﹤0.01%
382
+1
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$6K ﹤0.01%
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29
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19
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$5K ﹤0.01%
1,000
163
$5K ﹤0.01%
23
+1
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30
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100
-100
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$5K ﹤0.01%
100
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$4K ﹤0.01%
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$4K ﹤0.01%
50
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30
170
$3K ﹤0.01%
70
171
$3K ﹤0.01%
10
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$3K ﹤0.01%
26
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$3K ﹤0.01%
+35
174
$3K ﹤0.01%
15
175
$1K ﹤0.01%
50
4 5 6
7
8