TCM

Tradewinds Capital Management Portfolio holdings

AUM $398M
1-Year Est. Return 18.61%
This Quarter Est. Return
1 Year Est. Return
+18.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$152M
AUM Growth
+$9.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
753
New
Increased
Reduced
Closed

Top Sells

1 +$12.4M
2 +$1.3M
3 +$1.25M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$1.19M
5
MDYG icon
SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$1.13M

Sector Composition

1 Technology 22.05%
2 Industrials 6.93%
3 Consumer Discretionary 4.93%
4 Healthcare 4.08%
5 Financials 3.18%
Name Market Value Portfolio Weight Shares or Principal Change
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