TCM

Tradewinds Capital Management Portfolio holdings

AUM $445M
1-Year Est. Return 18.85%
This Quarter Est. Return
1 Year Est. Return
+18.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$373M
AUM Growth
-$5.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
747
New
Increased
Reduced
Closed

Top Buys

1 +$31.4M
2 +$27.9M
3 +$27.2M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$17.3M
5
SIVR icon
abrdn Physical Silver Shares ETF
SIVR
+$14.6M

Sector Composition

1 Technology 5.07%
2 Industrials 2.01%
3 Financials 1.86%
4 Consumer Discretionary 1.71%
5 Healthcare 1.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$27.2K 0.01%
220
252
$26.8K 0.01%
550
253
$26.7K 0.01%
2,000
254
$26.4K 0.01%
200
-13
255
$26.4K 0.01%
82
+27
256
$26.4K 0.01%
512
257
$26.3K 0.01%
440
258
$26.2K 0.01%
202
+2
259
$26.2K 0.01%
100
260
$26.1K 0.01%
45
+1
261
$26.1K 0.01%
200
+100
262
$25.8K 0.01%
1,194
+5
263
$24.7K 0.01%
1,190
264
$24.4K 0.01%
1,200
265
$24.1K 0.01%
440
+200
266
$23.9K 0.01%
1,931
267
$23.9K 0.01%
89
268
$23.9K 0.01%
155
+5
269
$23.8K 0.01%
469
+441
270
$23.3K 0.01%
113
271
$23.2K 0.01%
830
+828
272
$23.2K 0.01%
1,185
+830
273
$22.5K 0.01%
601
274
$22.4K 0.01%
275
275
$22.3K 0.01%
247
+18