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
476
$6.89K ﹤0.01%
147
477
$6.88K ﹤0.01%
238
478
$6.8K ﹤0.01%
699
479
$6.79K ﹤0.01%
200
480
$6.75K ﹤0.01%
35
481
$6.72K ﹤0.01%
335
482
$6.56K ﹤0.01%
71
483
$6.53K ﹤0.01%
277
-139
484
$6.47K ﹤0.01%
+27
485
$6.33K ﹤0.01%
271
+1
486
$6.28K ﹤0.01%
+15
487
$6.27K ﹤0.01%
70
488
$6.05K ﹤0.01%
91
489
$5.93K ﹤0.01%
+54
490
$5.91K ﹤0.01%
+47
491
$5.83K ﹤0.01%
143
-709
492
$5.62K ﹤0.01%
166
+3
493
$5.61K ﹤0.01%
27
+16
494
$5.55K ﹤0.01%
+27
495
$5.51K ﹤0.01%
55
496
$5.49K ﹤0.01%
+72
497
$5.3K ﹤0.01%
127
-95
498
$5.25K ﹤0.01%
93
499
$5.23K ﹤0.01%
197
500
$5.18K ﹤0.01%
+58
18 19
20
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