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
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216
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5 6 7 8
9