TVWM
Tower View Wealth Management Portfolio holdings
AUM
$193M
This Quarter Return
+1.19%
1 Year Return
+20.82%
3 Year Return
+110.21%
5 Year Return
+156.07%
10 Year Return
–
AUM
$100M
AUM Growth
+$100M
(-7.8%)
Cap. Flow
-$8.63M
Cap. Flow
% of AUM
-8.62%
Top 10 Holdings %
Top 10 Hldgs %
29.06%
Holding
153
New
6
Increased
61
Reduced
33
Closed
13
Top Buys
| 1 |
RTN
Raytheon Company
RTN
|
$1.75M |
| 2 |
Mondelez International
MDLZ
|
$663K |
| 3 |
HDFC Bank
HDB
|
$608K |
| 4 |
NVIDIA
NVDA
|
$464K |
| 5 |
Alphabet (Google) Class A
GOOGL
|
$447K |
Top Sells
| 1 |
iShares Russell 3000 ETF
IWV
|
$5.51M |
| 2 |
iShares MSCI EAFE Small-Cap ETF
SCZ
|
$1.78M |
| 3 |
iShares Russell 2000 Value ETF
IWN
|
$1.59M |
| 4 |
SAP
SAP
|
$1.24M |
| 5 |
PARA
Paramount Global Class B
PARA
|
$1.2M |
Sector Composition
| 1 | Industrials | 18.2% |
| 2 | Financials | 13.49% |
| 3 | Technology | 7.32% |
| 4 | Consumer Staples | 6.87% |
| 5 | Healthcare | 5.96% |
