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
$172M
AUM Growth
-$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$4.08M
2
+$2.62M
3
+$1.81M
4
GS icon
Goldman Sachs
GS
+$1.28M
5
DECK icon
Deckers Outdoor
DECK
+$1.23M

Top Sells

1
+$5.44M
2
+$2.92M
3
+$2.69M
4
NVO icon
Novo Nordisk
NVO
+$2.15M
5
UNP icon
Union Pacific
UNP
+$2.14M

Sector Composition

1 Technology 24.83%
2 Industrials 11.27%
3 Financials 11.19%
4 Consumer Discretionary 9.38%
5 Consumer Staples 8.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$5.59K ﹤0.01%
94
+1
152
$5.58K ﹤0.01%
24
153
$5.15K ﹤0.01%
66
+18
154
$5K ﹤0.01%
32
155
$4.98K ﹤0.01%
88
156
$4.85K ﹤0.01%
30
157
$4.78K ﹤0.01%
7
158
$4.77K ﹤0.01%
50
159
$4.75K ﹤0.01%
15
160
$4.52K ﹤0.01%
100
161
$4.43K ﹤0.01%
100
162
$4.31K ﹤0.01%
74
163
$4.07K ﹤0.01%
7
164
$4.06K ﹤0.01%
41
165
$3.97K ﹤0.01%
29
166
$3.91K ﹤0.01%
96
167
$3.46K ﹤0.01%
25
168
$3.07K ﹤0.01%
65
169
$2.92K ﹤0.01%
+132
170
$2.88K ﹤0.01%
28
+1
171
$2.79K ﹤0.01%
16
172
$2.63K ﹤0.01%
15
173
$2.17K ﹤0.01%
+27
174
$2.14K ﹤0.01%
109
175
$2.12K ﹤0.01%
18
5 6
7
8 9