TT

Tower Trust Portfolio holdings

AUM $159M
1-Year Est. Return 18.47%
This Quarter Est. Return
1 Year Est. Return
+18.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$165M
AUM Growth
+$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1 +$691K
2 +$522K
3 +$521K
4
DON icon
WisdomTree US MidCap Dividend Fund
DON
+$349K
5
CNQ icon
Canadian Natural Resources
CNQ
+$339K

Top Sells

1 +$560K
2 +$485K
3 +$396K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$372K
5
SDY icon
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
BSCE
176
DELISTED
CLAYMORE GUGGENHEIM BULLETSHARES 2014 CORP BD ETF
BSCE
-11,975
BSCF
177
DELISTED
CLAYMORE GUGGENHEIM BULLETSHARES 2015 CORP BD ETF
BSCF
-13,384