TVWM
Tower View Wealth Management Portfolio holdings
AUM
$193M
This Quarter Return
+1.55%
1 Year Return
+20.82%
3 Year Return
+110.21%
5 Year Return
+156.07%
10 Year Return
–
AUM
$106M
AUM Growth
+$106M
(+5.9%)
Cap. Flow
+$5.71M
Cap. Flow
% of AUM
5.39%
Top 10 Holdings %
Top 10 Hldgs %
29.71%
Holding
154
New
14
Increased
72
Reduced
20
Closed
8
Top Buys
| 1 |
iShares Russell 3000 ETF
IWV
|
$4.5M |
| 2 |
iShares Russell 2000 Value ETF
IWN
|
$2.44M |
| 3 |
UnitedHealth
UNH
|
$1.77M |
| 4 |
iShares MSCI EAFE Small-Cap ETF
SCZ
|
$1.69M |
| 5 |
3M
MMM
|
$919K |
Top Sells
| 1 |
Vanguard Small-Cap Growth ETF
VBK
|
$2.8M |
| 2 |
Hain Celestial
HAIN
|
$1.3M |
| 3 |
Simon Property Group
SPG
|
$1.24M |
| 4 |
Fortune Brands Innovations
FBIN
|
$1.14M |
| 5 |
Mondelez International
MDLZ
|
$610K |
Sector Composition
| 1 | Industrials | 17.68% |
| 2 | Financials | 13.03% |
| 3 | Technology | 7.51% |
| 4 | Healthcare | 7.29% |
| 5 | Consumer Discretionary | 5.35% |
