TVWM

Tower View Wealth Management Portfolio holdings

AUM $202M
1-Year Est. Return 24.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$183M
AUM Growth
+$6.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$3.02M
2
+$2.46M
3
+$2.31M
4
DHR icon
Danaher
DHR
+$2.2M
5
LULU icon
lululemon athletica
LULU
+$2.14M

Top Sells

1
+$2.79M
2
+$2.7M
3
+$2.64M
4
AXON icon
Axon Enterprise
AXON
+$1.96M
5
JD icon
JD.com
JD
+$1.5M

Sector Composition

1 Technology 19.21%
2 Healthcare 12.76%
3 Consumer Discretionary 9.37%
4 Industrials 8.03%
5 Consumer Staples 7.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
– –
-80
202
$0 ﹤0.01%
+2
203
$0 ﹤0.01%
+2
204
$0 ﹤0.01%
+1
205
– –
-250
206
$0 ﹤0.01%
+12
207
$0 ﹤0.01%
+2
5 6 7 8
9