TVWM
Tower View Wealth Management Portfolio holdings
AUM
$193M
This Quarter Return
-12.75%
1 Year Return
+20.82%
3 Year Return
+110.21%
5 Year Return
+156.07%
10 Year Return
–
AUM
$111M
AUM Growth
+$111M
(-16%)
Cap. Flow
-$3.88M
Cap. Flow
% of AUM
-3.5%
Top 10 Holdings %
Top 10 Hldgs %
32.17%
Holding
153
New
7
Increased
60
Reduced
23
Closed
34
Top Buys
| 1 |
Walt Disney
DIS
|
$1.91M |
| 2 |
Walmart
WMT
|
$1.39M |
| 3 |
Procter & Gamble
PG
|
$1.18M |
| 4 |
Shopify
SHOP
|
$1.13M |
| 5 |
Alibaba
BABA
|
$967K |
Top Sells
| 1 |
iShares Russell 3000 ETF
IWV
|
$2.76M |
| 2 |
Boeing
BA
|
$2.24M |
| 3 |
Constellation Brands
STZ
|
$2.22M |
| 4 |
RTX Corp
RTX
|
$1.94M |
| 5 |
Delta Air Lines
DAL
|
$1.71M |
Sector Composition
| 1 | Technology | 14.77% |
| 2 | Healthcare | 14.61% |
| 3 | Industrials | 11.26% |
| 4 | Consumer Discretionary | 7.99% |
| 5 | Financials | 7.51% |
