TWMH

Tiedemann Wealth Management Holdings Portfolio holdings

AUM $2.68M
1-Year Est. Return 12.04%
This Quarter Est. Return
1 Year Est. Return
+12.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$40.3M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
14
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$7.63M
3
+$7.41M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$5.17M
5
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
+$1.15M

Top Sells

No sells this quarter

Sector Composition

1 Financials 0.29%
2 Communication Services 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14.4M 35.66%
+533,317
2
$7.63M 18.91%
+250,880
3
$7.41M 18.35%
+273,355
4
$5.17M 12.8%
+166,945
5
$1.15M 2.86%
+36,581
6
$786K 1.95%
+21,781
7
$550K 1.36%
+12,810
8
$547K 1.36%
+7,740
9
$420K 1.04%
+5,785
10
$209K 0.52%
+3,956
11
$116K 0.29%
+1,400
12
$30K 0.07%
+325