TCM

Tradewinds Capital Management Portfolio holdings

AUM $474M
1-Year Est. Return 31.85%
This Quarter Est. Return
1 Year Est. Return
+31.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$244M
AUM Growth
-$23.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
530
New
Increased
Reduced
Closed

Top Sells

1 +$26M
2 +$22.7M
3 +$16.6M
4
SIVR icon
abrdn Physical Silver Shares ETF
SIVR
+$13M
5
SCHH icon
Schwab US REIT ETF
SCHH
+$7.97M

Sector Composition

1 Technology 2.93%
2 Industrials 1.68%
3 Consumer Discretionary 0.99%
4 Financials 0.9%
5 Healthcare 0.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
$0 ﹤0.01%
+4
527
$0 ﹤0.01%
55
+50
528
$0 ﹤0.01%
+10
529
$0 ﹤0.01%
129
530
$0 ﹤0.01%
15