TVWM
Tower View Wealth Management Portfolio holdings
AUM
$193M
This Quarter Return
+9.95%
1 Year Return
+20.82%
3 Year Return
+110.21%
5 Year Return
+156.07%
10 Year Return
–
AUM
$147M
AUM Growth
+$147M
(-0.91%)
Cap. Flow
-$14.4M
Cap. Flow
% of AUM
-9.78%
Top 10 Holdings %
Top 10 Hldgs %
33.79%
Holding
197
New
40
Increased
38
Reduced
55
Closed
12
Top Buys
| 1 |
Vertex Pharmaceuticals
VRTX
|
$1.64M |
| 2 |
Hershey
HSY
|
$1.08M |
| 3 |
Canadian Natural Resources
CNQ
|
$845K |
| 4 |
PepsiCo
PEP
|
$571K |
| 5 |
KOSP
K O S PHARMACEUTICALS INC
KOSP
|
$175K |
Top Sells
| 1 |
W.R. Berkley
WRB
|
$2.89M |
| 2 |
PayPal
PYPL
|
$2.02M |
| 3 |
NVIDIA
NVDA
|
$2.01M |
| 4 |
Baker Hughes
BKR
|
$1.71M |
| 5 |
AJRD
Aerojet Rocketdyne Holdings, Inc.
AJRD
|
$856K |
Sector Composition
| 1 | Technology | 18.99% |
| 2 | Industrials | 17.93% |
| 3 | Healthcare | 14.21% |
| 4 | Consumer Discretionary | 11.6% |
| 5 | Financials | 7.22% |
