TVWM
Tower View Wealth Management Portfolio holdings
AUM
$193M
This Quarter Return
-6.12%
1 Year Return
+20.82%
3 Year Return
+110.21%
5 Year Return
+156.07%
10 Year Return
–
AUM
$186M
AUM Growth
+$186M
(-5.3%)
Cap. Flow
+$6.3M
Cap. Flow
% of AUM
3.39%
Top 10 Holdings %
Top 10 Hldgs %
28.78%
Holding
200
New
9
Increased
78
Reduced
22
Closed
13
Top Buys
| 1 |
Canadian Natural Resources
CNQ
|
$2.54M |
| 2 |
Analog Devices
ADI
|
$2.2M |
| 3 |
Baker Hughes
BKR
|
$1.62M |
| 4 |
Blackrock
BLK
|
$1.11M |
| 5 |
ASML
ASML
|
$1.02M |
Top Sells
| 1 |
ScottsMiracle-Gro
SMG
|
$2.92M |
| 2 |
NUVA
NuVasive, Inc.
NUVA
|
$2.14M |
| 3 |
Workday
WDAY
|
$1.82M |
| 4 |
Walt Disney
DIS
|
$1.77M |
| 5 |
L3Harris
LHX
|
$1.55M |
Sector Composition
| 1 | Technology | 20.14% |
| 2 | Industrials | 12.63% |
| 3 | Healthcare | 11.29% |
| 4 | Consumer Discretionary | 10.89% |
| 5 | Financials | 9.67% |
