TT
Tower Trust Portfolio holdings
AUM
$159M
1-Year Est. Return
18.47%
This Fund
S&P 500
1 Year Est. Return
+18.47%
AUM
$165M
AUM Growth
+$17.4M
(+12%)
Holding
177
Top Buys
| 1 | +$654K | |
| 2 | +$498K | |
| 3 | +$490K | |
| 4 |
WisdomTree US MidCap Dividend Fund
DON
|
+$338K |
| 5 |
First Trust Consumer Staples AlphaDEX Fund
FXG
|
+$326K |
Top Sells
| 1 | +$560K | |
| 2 | +$488K | |
| 3 | +$385K | |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$372K |
| 5 |
State Street SPDR S&P Dividend ETF
SDY
|
+$310K |
Sector Composition
| 1 | Industrials | 7.48% |
| 2 | Financials | 7.13% |
| 3 | Consumer Staples | 6.25% |
| 4 | Technology | 5.5% |
| 5 | Healthcare | 5.5% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Vanguard Intermediate-Term Bond ETF
BIV
$28.2B
| – | – |
-2,450
|
|
||
|
177
Vanguard FTSE Emerging Markets ETF
VWO
$109B
| – | – |
-9,280
|
|