TVWM
Tower View Wealth Management Portfolio holdings
AUM
$193M
This Quarter Return
-0.65%
1 Year Return
+20.82%
3 Year Return
+110.21%
5 Year Return
+156.07%
10 Year Return
–
AUM
$180M
AUM Growth
+$180M
(-8.7%)
Cap. Flow
-$13.3M
Cap. Flow
% of AUM
-7.38%
Top 10 Holdings %
Top 10 Hldgs %
27.54%
Holding
254
New
74
Increased
68
Reduced
28
Closed
32
Top Buys
| 1 |
NVIDIA
NVDA
|
$2.51M |
| 2 |
Axon Enterprise
AXON
|
$1.58M |
| 3 |
Deckers Outdoor
DECK
|
$1.41M |
| 4 |
Pinterest
PINS
|
$1.33M |
| 5 |
ASML
ASML
|
$1.32M |
Top Sells
| 1 |
Qiagen
QGEN
|
$1.96M |
| 2 |
SIOX
Sio Gene Therapies Inc. Common Stock
SIOX
|
$1.6M |
| 3 |
Chegg
CHGG
|
$1.11M |
| 4 |
XYZ
Block, Inc.
XYZ
|
$637K |
| 5 |
Eli Lilly
LLY
|
$572K |
Sector Composition
| 1 | Technology | 19.34% |
| 2 | Industrials | 13.24% |
| 3 | Healthcare | 12.11% |
| 4 | Consumer Discretionary | 11.51% |
| 5 | Communication Services | 9.16% |
