TVWM
Tower View Wealth Management Portfolio holdings
AUM
$193M
This Quarter Return
-1.02%
1 Year Return
+20.82%
3 Year Return
+110.21%
5 Year Return
+156.07%
10 Year Return
–
AUM
$142M
AUM Growth
+$142M
(-3.4%)
Cap. Flow
-$2.18M
Cap. Flow
% of AUM
-1.53%
Top 10 Holdings %
Top 10 Hldgs %
34.56%
Holding
195
New
10
Increased
79
Reduced
27
Closed
17
Top Buys
| 1 |
Badger Meter
BMI
|
$1.35M |
| 2 |
Simpson Manufacturing
SSD
|
$1.26M |
| 3 |
Novo Nordisk
NVO
|
$939K |
| 4 |
NextEra Energy, Inc.
NEE
|
$896K |
| 5 |
ASML
ASML
|
$470K |
Top Sells
| 1 |
Dover
DOV
|
$3.51M |
| 2 |
RTX Corp
RTX
|
$2.4M |
| 3 |
Eli Lilly
LLY
|
$1.02M |
| 4 |
NVIDIA
NVDA
|
$687K |
| 5 |
Vanguard Small-Cap Growth ETF
VBK
|
$273K |
Sector Composition
| 1 | Technology | 19.38% |
| 2 | Healthcare | 15.01% |
| 3 | Industrials | 14.69% |
| 4 | Consumer Discretionary | 11.86% |
| 5 | Financials | 7.39% |
