TVWM
Tower View Wealth Management Portfolio holdings
AUM $193M
1-Year Return
20.82%
This Quarter Return
-2.86%
1 Year Return
+20.82%
3 Year Return
+110.21%
5 Year Return
+156.07%
10 Year Return
–
AUM
$172M
AUM Growth
-$17.5M
(-9.2%)
Cap. Flow
-$7.98M
Cap. Flow
% of AUM
-4.64%
Top 10 Holdings %
Top 10 Hldgs %
39.1%
Holding
216
New
20
Increased
59
Reduced
54
Closed
30
Top Buys
| 1 |
Philip Morris
PM
|
+$4.08M |
| 2 |
SPDR Portfolio S&P 500 ETF
SPLG
|
+$2.62M |
| 3 |
Spotify
SPOT
|
+$1.81M |
| 4 |
Goldman Sachs
GS
|
+$1.28M |
| 5 |
Deckers Outdoor
DECK
|
+$1.23M |
Top Sells
| 1 |
Caterpillar
CAT
|
+$5.44M |
| 2 |
Tesla
TSLA
|
+$2.92M |
| 3 |
AeroVironment
AVAV
|
+$2.69M |
| 4 |
Novo Nordisk
NVO
|
+$2.15M |
| 5 |
Union Pacific
UNP
|
+$2.14M |
Sector Composition
| 1 | Technology | 24.83% |
| 2 | Industrials | 11.27% |
| 3 | Financials | 11.19% |
| 4 | Consumer Discretionary | 9.38% |
| 5 | Consumer Staples | 8.65% |
