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
$117M
AUM Growth
+$4.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$2.01M
2
+$1.61M
3
+$1.18M
4
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$1.18M
5
MELI icon
Mercado Libre
MELI
+$901K

Top Sells

1
+$2.08M
2
+$2.08M
3
+$1.94M
4
AOS icon
A.O. Smith
AOS
+$1.55M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.2M

Sector Composition

1 Industrials 16.65%
2 Healthcare 11.76%
3 Financials 9.04%
4 Technology 7.77%
5 Consumer Discretionary 7.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.63M 4.8%
15,881
+300
2
$5.36M 4.57%
31,069
+3,906
3
$4.38M 3.74%
14,947
-275
4
$4.33M 3.7%
23,273
+6,319
5
$3.41M 2.91%
26,030
+157
6
$3.38M 2.89%
19,488
-415
7
$3.09M 2.64%
31,012
-186
8
$3.03M 2.59%
32,040
-560
9
$2.9M 2.47%
35,365
+453
10
$2.88M 2.46%
15,225
-106
11
$2.83M 2.41%
24,705
-825
12
$2.82M 2.41%
13,560
+201
13
$2.82M 2.4%
9,561
-60
14
$2.72M 2.32%
24,546
+486
15
$2.68M 2.29%
16,396
-465
16
$2.58M 2.21%
21,219
-508
17
$2.55M 2.18%
7,015
+96
18
$2.54M 2.16%
31,686
+470
19
$2.47M 2.11%
40,137
-690
20
$2.44M 2.08%
6,694
+129
21
$2.27M 1.94%
45,984
-12,168
22
$2.27M 1.93%
11,501
-88
23
$2.16M 1.85%
8,869
+490
24
$2.06M 1.76%
15,403
+15,033
25
$2.03M 1.73%
13,576
+160
1
2 3 4 5