TVWM
Tower View Wealth Management Portfolio holdings
AUM
$193M
This Quarter Return
+12.44%
1 Year Return
+20.82%
3 Year Return
+110.21%
5 Year Return
+156.07%
10 Year Return
–
AUM
$144M
AUM Growth
+$144M
(+9.4%)
Cap. Flow
-$1.99M
Cap. Flow
% of AUM
-1.38%
Top 10 Holdings %
Top 10 Hldgs %
33.16%
Holding
174
New
3
Increased
58
Reduced
56
Closed
9
Top Buys
| 1 |
Analog Devices
ADI
|
$491K |
| 2 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
$63.8K |
| 3 |
Vanguard S&P 500 ETF
VOO
|
$51.7K |
| 4 |
Vanguard Small-Cap ETF
VB
|
$44.2K |
| 5 |
Public Storage
PSA
|
$30K |
Top Sells
| 1 |
SIOX
Sio Gene Therapies Inc. Common Stock
SIOX
|
$1.06M |
| 2 |
Shopify
SHOP
|
$400K |
| 3 |
Eli Lilly
LLY
|
$284K |
| 4 |
Marsh & McLennan
MMC
|
$87.2K |
| 5 |
Deere & Co
DE
|
$64.3K |
Sector Composition
| 1 | Industrials | 18.37% |
| 2 | Technology | 15.46% |
| 3 | Healthcare | 13.55% |
| 4 | Consumer Discretionary | 11.05% |
| 5 | Financials | 10.58% |
