TVWM
Tower View Wealth Management Portfolio holdings
AUM
$193M
This Quarter Return
+14.5%
1 Year Return
+20.82%
3 Year Return
+110.21%
5 Year Return
+156.07%
10 Year Return
–
AUM
$113M
AUM Growth
+$113M
(+16%)
Cap. Flow
+$2.06M
Cap. Flow
% of AUM
1.83%
Top 10 Holdings %
Top 10 Hldgs %
31.84%
Holding
151
New
12
Increased
67
Reduced
15
Closed
7
Top Buys
| 1 |
Eli Lilly
LLY
|
$3.1M |
| 2 |
Axon Enterprise
AXON
|
$785K |
| 3 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
$575K |
| 4 |
Constellation Brands
STZ
|
$526K |
| 5 |
IAC Inc
IAC
|
$358K |
Top Sells
| 1 |
Johnson & Johnson
JNJ
|
$2.93M |
| 2 |
iShares MSCI EAFE Small-Cap ETF
SCZ
|
$1.46M |
| 3 |
3M
MMM
|
$1.09M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
$202K |
| 5 |
Walt Disney
DIS
|
$135K |
Sector Composition
| 1 | Industrials | 16.28% |
| 2 | Healthcare | 13.89% |
| 3 | Financials | 9.79% |
| 4 | Consumer Discretionary | 7.02% |
| 5 | Technology | 6.61% |
