T

Tidemark Portfolio holdings

AUM $343M
1-Year Est. Return 13.85%
This Quarter Est. Return
1 Year Est. Return
+13.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$261M
AUM Growth
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
689
New
Increased
Reduced
Closed

Top Buys

1
+$3.54M
2
+$3.52M
3
+$3.2M
4
DDWM icon
WisdomTree Dynamic International Equity Fund
DDWM
+$1.74M
5
IDMO icon
Invesco S&P International Developed Momentum ETF
IDMO
+$1.74M

Top Sells

1
+$4.11M
2
+$1.06M
3
+$675K
4
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$532K
5
DTH icon
WisdomTree International High Dividend Fund
DTH
+$303K

Sector Composition

1 Technology 4.38%
2 Consumer Discretionary 2.69%
3 Healthcare 1.03%
4 Communication Services 0.84%
5 Industrials 0.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$44.4K 0.02%
1,764
252
$43.6K 0.02%
311
253
$43.6K 0.02%
150
254
$43.3K 0.02%
1,362
+1,078
255
$43.2K 0.02%
884
-2,644
256
$42.9K 0.02%
332
+4
257
$42.9K 0.02%
2,188
+811
258
$42.7K 0.02%
1,069
+1
259
$42.7K 0.02%
532
260
$42.6K 0.02%
1,799
+11
261
$42.5K 0.02%
55
+5
262
$42.2K 0.02%
1,072
-227
263
$41.9K 0.02%
1,925
264
$41.6K 0.02%
+545
265
$41.4K 0.02%
812
266
$41.3K 0.02%
783
267
$41.1K 0.02%
705
268
$40.9K 0.02%
355
+1
269
$40.4K 0.02%
579
+4
270
$40.1K 0.02%
1,444
271
$39.6K 0.02%
156
272
$39.2K 0.02%
+278
273
$39K 0.01%
4,340
274
$37.9K 0.01%
500
275
$37.6K 0.01%
326
9 10
11
12 13