TVWM
Tower View Wealth Management Portfolio holdings
AUM
$193M
This Quarter Return
+7.86%
1 Year Return
+20.82%
3 Year Return
+110.21%
5 Year Return
+156.07%
10 Year Return
–
AUM
$132M
AUM Growth
+$132M
(+9%)
Cap. Flow
+$2.06M
Cap. Flow
% of AUM
1.56%
Top 10 Holdings %
Top 10 Hldgs %
31.91%
Holding
153
New
8
Increased
67
Reduced
26
Closed
7
Top Buys
| 1 |
VAR
Varian Medical Systems, Inc.
VAR
|
$1.82M |
| 2 |
Honeywell
HON
|
$1.1M |
| 3 |
TSMC
TSM
|
$1.08M |
| 4 |
Grupo Aeroportuario del Pacifico
PAC
|
$872K |
| 5 |
Stryker
SYK
|
$752K |
Top Sells
| 1 |
RTX Corp
RTX
|
$1.47M |
| 2 |
IAC Inc
IAC
|
$1.06M |
| 3 |
Protolabs
PRLB
|
$896K |
| 4 |
Netflix
NFLX
|
$871K |
| 5 |
KSU
Kansas City Southern
KSU
|
$403K |
Sector Composition
| 1 | Industrials | 15.39% |
| 2 | Healthcare | 12.71% |
| 3 | Technology | 11.03% |
| 4 | Financials | 8.03% |
| 5 | Consumer Discretionary | 7.82% |
