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
$180M
AUM Growth
-$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1
+$1.58M
2
+$1.41M
3
+$1.32M
4
ASML icon
ASML
ASML
+$1.32M
5
ITW icon
Illinois Tool Works
ITW
+$1.31M

Top Sells

1
+$1.96M
2
+$1.6M
3
+$1.1M
4
XYZ
Block Inc
XYZ
+$637K
5
LLY icon
Eli Lilly
LLY
+$572K

Sector Composition

1 Technology 19.34%
2 Industrials 13.24%
3 Healthcare 12.11%
4 Consumer Discretionary 11.51%
5 Communication Services 9.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$10K 0.01%
49
177
$10K 0.01%
+1,000
178
$10K 0.01%
+200
179
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30
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330
+150
181
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+1,000
182
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64
183
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71
184
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+1,000
185
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84
186
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187
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18
188
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+125
189
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+500
190
$8K ﹤0.01%
29
191
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14
192
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130
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193
$8K ﹤0.01%
381
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194
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+200
195
$7K ﹤0.01%
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196
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40
197
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57
198
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199
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200
$5K ﹤0.01%
16
-16
6 7
8
9 10