TVWM
Tower View Wealth Management Portfolio holdings
AUM
$193M
This Quarter Return
+4.85%
1 Year Return
+20.82%
3 Year Return
+110.21%
5 Year Return
+156.07%
10 Year Return
–
AUM
$183M
AUM Growth
+$183M
(+4.9%)
Cap. Flow
+$1.66M
Cap. Flow
% of AUM
0.91%
Top 10 Holdings %
Top 10 Hldgs %
36.82%
Holding
197
New
15
Increased
71
Reduced
23
Closed
3
Top Buys
| 1 |
AerCap
AER
|
$1.71M |
| 2 |
AeroVironment
AVAV
|
$1.44M |
| 3 |
Quanta Services
PWR
|
$1.34M |
| 4 |
Advanced Micro Devices
AMD
|
$799K |
| 5 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$748K |
Top Sells
| 1 |
UnitedHealth
UNH
|
$5.1M |
| 2 |
Hershey
HSY
|
$192K |
| 3 |
PepsiCo
PEP
|
$186K |
| 4 |
Procter & Gamble
PG
|
$161K |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$64.3K |
Sector Composition
| 1 | Technology | 25.23% |
| 2 | Industrials | 17.81% |
| 3 | Healthcare | 11.41% |
| 4 | Consumer Discretionary | 10.22% |
| 5 | Financials | 6.99% |
