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
$113M
AUM Growth
+$15.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$3.1M
2
+$785K
3
+$575K
4
STZ icon
Constellation Brands
STZ
+$526K
5
IAC icon
IAC Inc
IAC
+$358K

Top Sells

1
+$2.92M
2
+$1.46M
3
+$1.09M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$202K
5
DIS icon
Walt Disney
DIS
+$135K

Sector Composition

1 Industrials 16.28%
2 Healthcare 13.89%
3 Financials 9.79%
4 Consumer Discretionary 7.02%
5 Technology 6.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.38M 4.78%
15,581
+1,666
2
$4.53M 4.02%
27,163
-269
3
$4.3M 3.82%
15,222
+895
4
$3.17M 2.81%
25,873
+642
5
$3.12M 2.77%
24,060
+23,903
6
$3.11M 2.76%
19,903
+317
7
$3.05M 2.7%
16,954
-124
8
$2.93M 2.6%
31,198
+1,175
9
$2.9M 2.58%
32,600
+1,460
10
$2.83M 2.51%
34,912
+2,283
11
$2.76M 2.45%
58,152
+1,064
12
$2.73M 2.42%
49,045
+1,225
13
$2.65M 2.35%
25,530
+510
14
$2.64M 2.34%
16,861
-417
15
$2.6M 2.31%
40,827
-885
16
$2.56M 2.28%
9,621
+115
17
$2.56M 2.27%
13,359
+708
18
$2.52M 2.24%
21,727
+608
19
$2.5M 2.22%
6,565
+134
20
$2.48M 2.2%
31,216
+1,296
21
$2.45M 2.17%
15,331
+188
22
$2.29M 2.03%
11,411
-1,005
23
$2.21M 1.96%
29,752
+219
24
$2.08M 1.85%
8,538
+207
25
$2.08M 1.84%
6,919
+373
1
2 3 4 5