TVWM
Tower View Wealth Management Portfolio holdings
AUM
$193M
This Quarter Return
+8.21%
1 Year Return
+20.82%
3 Year Return
+110.21%
5 Year Return
+156.07%
10 Year Return
–
AUM
$149M
AUM Growth
+$149M
(+3.4%)
Cap. Flow
-$3.73M
Cap. Flow
% of AUM
-2.51%
Top 10 Holdings %
Top 10 Hldgs %
32.57%
Holding
169
New
4
Increased
63
Reduced
35
Closed
12
Top Buys
| 1 |
Novo Nordisk
NVO
|
$1.42M |
| 2 |
Leonardo DRS
DRS
|
$1.34M |
| 3 |
PayPal
PYPL
|
$86.7K |
| 4 |
Canadian Natural Resources
CNQ
|
$64.5K |
| 5 |
Carrier Global
CARR
|
$59K |
Top Sells
| 1 |
NextEra Energy, Inc.
NEE
|
$2.75M |
| 2 |
XYZ
Block, Inc.
XYZ
|
$1.31M |
| 3 |
SIOX
Sio Gene Therapies Inc. Common Stock
SIOX
|
$869K |
| 4 |
AJRD
Aerojet Rocketdyne Holdings, Inc.
AJRD
|
$821K |
| 5 |
Johnson & Johnson
JNJ
|
$646K |
Sector Composition
| 1 | Industrials | 18.37% |
| 2 | Technology | 17.98% |
| 3 | Healthcare | 12.27% |
| 4 | Consumer Discretionary | 11.21% |
| 5 | Financials | 10.23% |
