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
$144M
AUM Growth
+$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$491K
2
+$63.8K
3
+$51.7K
4
VB icon
Vanguard Small-Cap ETF
VB
+$44.2K
5
PSA icon
Public Storage
PSA
+$30K

Top Sells

1
+$1.06M
2
+$400K
3
+$284K
4
MMC icon
Marsh & McLennan
MMC
+$87.2K
5
DE icon
Deere & Co
DE
+$64.3K

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%
+109
152
$2K ﹤0.01%
58
153
$2K ﹤0.01%
18
-12
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$1K ﹤0.01%
100
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93
156
$1K ﹤0.01%
3
-4
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$1K ﹤0.01%
10
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3
159
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13
161
– –
-3
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$0 ﹤0.01%
2
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$0 ﹤0.01%
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170
– –
-14,835
171
$0 ﹤0.01%
3
172
$0 ﹤0.01%
50
173
$0 ﹤0.01%
19
174
– –
-1,000
3 4 5 6
7