TVWM

Tower View Wealth Management Portfolio holdings

AUM $195M
1-Year Est. Return 29.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$144M
AUM Growth
+$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$468K
2
+$63.7K
3
+$51.9K
4
VB icon
Vanguard Small-Cap ETF
VB
+$44.7K
5
PSA icon
Public Storage
PSA
+$31.2K

Top Sells

1
+$400K
2
+$275K
3
+$86.2K
4
DE icon
Deere & Co
DE
+$61K
5
UNH icon
UnitedHealth
UNH
+$54.6K

Sector Composition

1 Industrials 18.37%
2 Technology 15.46%
3 Healthcare 13.55%
4 Consumer Discretionary 11.05%
5 Financials 10.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$3K ﹤0.01%
35
152
$2K ﹤0.01%
18
-12
153
$2K ﹤0.01%
58
154
$1K ﹤0.01%
93
155
$1K ﹤0.01%
3
-4
156
$1K ﹤0.01%
10
157
$1K ﹤0.01%
3
158
$1K ﹤0.01%
100
159
$1K ﹤0.01%
13
160
$1K ﹤0.01%
17
161
– –
-30
162
– –
-3
163
– –
-14,835
164
$0 ﹤0.01%
3
165
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166
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-9
167
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-1
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169
– –
-1,000
170
$0 ﹤0.01%
19
171
$0 ﹤0.01%
50
172
$0 ﹤0.01%
100
-65
173
$0 ﹤0.01%
2
-3
174
– –
-3
3 4 5 6
7