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
$319M
AUM Growth
+$66.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
729
New
Increased
Reduced
Closed

Top Buys

1
+$19.4M
2
+$15.4M
3
+$15.3M
4
RSPN icon
Invesco S&P 500 Equal Weight Industrials ETF
RSPN
+$15.2M
5
EWG icon
iShares MSCI Germany ETF
EWG
+$13.9M

Top Sells

1
+$29.9M
2
+$15.1M
3
+$14.8M
4
EWA icon
iShares MSCI Australia ETF
EWA
+$14.7M
5
SPEU icon
SPDR Portfolio Europe ETF
SPEU
+$4.28M

Sector Composition

1 Technology 18.65%
2 Industrials 4.35%
3 Consumer Discretionary 4.04%
4 Healthcare 2.06%
5 Financials 2.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$1K ﹤0.01%
7
627
$1K ﹤0.01%
177
628
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25
629
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16
630
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631
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632
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160
633
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240
634
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28
635
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125
636
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50
637
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202
638
$1K ﹤0.01%
20
639
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28
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641
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27
642
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36
643
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646
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647
$1K ﹤0.01%
17
-17
648
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18
649
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6
650
$1K ﹤0.01%
50
24 25
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27 28