TVWM
Tower View Wealth Management Portfolio holdings
AUM
$193M
This Quarter Return
+9.02%
1 Year Return
+20.82%
3 Year Return
+110.21%
5 Year Return
+156.07%
10 Year Return
–
AUM
$197M
AUM Growth
+$197M
(+8.1%)
Cap. Flow
-$1.82M
Cap. Flow
% of AUM
-0.92%
Top 10 Holdings %
Top 10 Hldgs %
25.47%
Holding
210
New
7
Increased
60
Reduced
47
Closed
30
Top Buys
| 1 |
Deere & Co
DE
|
$3.45M |
| 2 |
Dover
DOV
|
$2.13M |
| 3 |
Sherwin-Williams
SHW
|
$1.89M |
| 4 |
Medtronic
MDT
|
$1.55M |
| 5 |
Illinois Tool Works
ITW
|
$709K |
Top Sells
| 1 |
Qualcomm
QCOM
|
$2.86M |
| 2 |
Regeneron Pharmaceuticals
REGN
|
$1.81M |
| 3 |
Procter & Gamble
PG
|
$1.8M |
| 4 |
Vertex Pharmaceuticals
VRTX
|
$1.4M |
| 5 |
Jamf
JAMF
|
$1.18M |
Sector Composition
| 1 | Technology | 17.87% |
| 2 | Healthcare | 12.01% |
| 3 | Industrials | 10.57% |
| 4 | Consumer Discretionary | 9.73% |
| 5 | Financials | 7.63% |
