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
$183M
AUM Growth
+$6.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$2.77M
2
+$2.49M
3
+$2.24M
4
DHR icon
Danaher
DHR
+$2.16M
5
LULU icon
lululemon athletica
LULU
+$2M

Top Sells

1
+$2.85M
2
+$2.79M
3
+$2.69M
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
1
$5.95M 3.26%
50,332
-4,365
2
$5.07M 2.78%
19,220
-330
3
$4.84M 2.65%
15,849
+89
4
$4.58M 2.51%
16,679
-198
5
$4.37M 2.39%
18,002
-2,271
6
$4.35M 2.38%
18,456
-26
7
$4.26M 2.33%
34,844
-400
8
$4.24M 2.32%
8,927
+127
9
$4.2M 2.3%
19,830
+191
10
$4.17M 2.28%
34,223
+736
11
$4.13M 2.26%
10,423
-872
12
$4.1M 2.24%
20,224
+50
13
$3.97M 2.17%
25,680
+380
14
$3.92M 2.14%
35,836
+726
15
$3.84M 2.1%
20,813
+31
16
$3.82M 2.09%
10,276
+376
17
$3.78M 2.07%
20,250
-3,722
18
$3.55M 1.95%
34,360
-100
19
$3.52M 1.92%
42,050
+363
20
$3.5M 1.92%
15,895
+4,366
21
$3.44M 1.88%
14,041
+52
22
$3.08M 1.69%
22,751
+640
23
$2.98M 1.63%
11,598
-3,326
24
$2.96M 1.62%
20,132
-569
25
$2.95M 1.61%
65,136
+3,834
1
2 3 4 5