TCM
Tradewinds Capital Management Portfolio holdings
AUM
$398M
1-Year Return
18.61%
This Quarter Return
+5.33%
1 Year Return
+18.61%
3 Year Return
+43.43%
5 Year Return
+80.73%
10 Year Return
+216.16%
AUM
$205M
AUM Growth
+$9.01M
(+4.6%)
Cap. Flow
-$652K
Cap. Flow
% of AUM
-0.32%
Top 10 Holdings %
Top 10 Hldgs %
56.5%
Holding
796
New
95
Increased
97
Reduced
106
Closed
51
Top Buys
| 1 |
iShares MSCI Spain ETF
EWP
|
+$12M |
| 2 |
SPDR Portfolio Europe ETF
SPEU
|
+$5.56M |
| 3 |
Invesco S&P 500 Equal Weight Materials ETF
RSPM
|
+$4.02M |
| 4 |
ZJPN
SPDR Solactive Japan ETF
ZJPN
|
+$3.89M |
| 5 |
Schwab U.S Small- Cap ETF
SCHA
|
+$2.79M |
Top Sells
Sector Composition
| 1 | Technology | 20.8% |
| 2 | Industrials | 6.79% |
| 3 | Consumer Discretionary | 4.09% |
| 4 | Healthcare | 3.16% |
| 5 | Financials | 2.5% |
