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
$136M
AUM Growth
-$49.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1 +$3.12M
2 +$2.64M
3 +$1.47M
4
ISRG icon
Intuitive Surgical
ISRG
+$1.33M
5
SHOP icon
Shopify
SHOP
+$1.31M

Top Sells

1 +$5.94M
2 +$5M
3 +$3.34M
4
WMT icon
Walmart
WMT
+$3.23M
5
SHW icon
Sherwin-Williams
SHW
+$2.75M

Sector Composition

1 Technology 17.35%
2 Industrials 15.03%
3 Healthcare 13.19%
4 Consumer Discretionary 10.64%
5 Financials 10.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$2K ﹤0.01%
+13
152
$2K ﹤0.01%
1,000
153
$1K ﹤0.01%
93
154
$1K ﹤0.01%
9
155
$1K ﹤0.01%
+17
156
$1K ﹤0.01%
50
157
-971
158
-93
159
$0 ﹤0.01%
19
160
-65,088
161
-5,704
162
$0 ﹤0.01%
+3
163
-400
164
-820
165
-3,308
166
$0 ﹤0.01%
13
-3
167
-4,891
168
-11,008
169
-4,635
170
-4,034
171
-2,579
172
$0 ﹤0.01%
3
-1
173
-1,650
174
-30
175
$0 ﹤0.01%
1