TVWM
Tower View Wealth Management Portfolio holdings
AUM
$193M
This Quarter Return
+2.21%
1 Year Return
+20.82%
3 Year Return
+110.21%
5 Year Return
+156.07%
10 Year Return
–
AUM
$189M
AUM Growth
+$189M
(+3.6%)
Cap. Flow
+$6.53M
Cap. Flow
% of AUM
3.45%
Top 10 Holdings %
Top 10 Hldgs %
36.57%
Holding
216
New
22
Increased
89
Reduced
34
Closed
20
Top Buys
| 1 |
Parker-Hannifin
PH
|
$3.46M |
| 2 |
Goldman Sachs
GS
|
$3.36M |
| 3 |
Garmin
GRMN
|
$3.36M |
| 4 |
Uber
UBER
|
$1.45M |
| 5 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$1.2M |
Top Sells
| 1 |
Qualcomm
QCOM
|
$3.09M |
| 2 |
Advanced Micro Devices
AMD
|
$2.35M |
| 3 |
Canadian Pacific Kansas City
CP
|
$1.83M |
| 4 |
Tesla
TSLA
|
$530K |
| 5 |
Union Pacific
UNP
|
$529K |
Sector Composition
| 1 | Technology | 24.82% |
| 2 | Industrials | 16.97% |
| 3 | Consumer Discretionary | 10.85% |
| 4 | Healthcare | 9.38% |
| 5 | Financials | 8.84% |
