TVWM
Tower View Wealth Management Portfolio holdings
AUM
$193M
This Quarter Return
+12.29%
1 Year Return
+20.82%
3 Year Return
+110.21%
5 Year Return
+156.07%
10 Year Return
–
AUM
$176M
AUM Growth
+$176M
(+15%)
Cap. Flow
+$2.31M
Cap. Flow
% of AUM
1.31%
Top 10 Holdings %
Top 10 Hldgs %
25.94%
Holding
181
New
21
Increased
75
Reduced
23
Closed
7
Top Buys
| 1 |
Regeneron Pharmaceuticals
REGN
|
$1.56M |
| 2 |
Peloton Interactive
PTON
|
$1.56M |
| 3 |
NUVA
NuVasive, Inc.
NUVA
|
$1.06M |
| 4 |
Jamf
JAMF
|
$935K |
| 5 |
Qiagen
QGEN
|
$925K |
Top Sells
| 1 |
Hexcel
HXL
|
$1.92M |
| 2 |
Alibaba
BABA
|
$1.66M |
| 3 |
Elbit Systems
ESLT
|
$1.33M |
| 4 |
PagerDuty
PD
|
$1.04M |
| 5 |
WORK
Slack Technologies, Inc.
WORK
|
$940K |
Sector Composition
| 1 | Technology | 19.73% |
| 2 | Healthcare | 13.21% |
| 3 | Industrials | 9.25% |
| 4 | Consumer Discretionary | 8.76% |
| 5 | Financials | 7.58% |
