TL

Tradewinds LLC Portfolio holdings

AUM $132M
1-Year Est. Return 16.06%
This Quarter Est. Return
1 Year Est. Return
+16.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$165M
AUM Growth
+$9.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$8.99M
3
+$8.07M
4
PG icon
Procter & Gamble
PG
+$6.1M
5
PEP icon
PepsiCo
PEP
+$4.94M

Top Sells

1
+$11.3M
2
+$7.06M
3
+$6.61M
4
PRG icon
PROG Holdings
PRG
+$6.03M
5
WKME
WalkMe Ltd. Ordinary Shares
WKME
+$4.52M

Sector Composition

1 Technology 14.81%
2 Industrials 14.26%
3 Consumer Staples 13.21%
4 Financials 12.89%
5 Healthcare 11.94%
Name Market Value Portfolio Weight Shares or Principal Change
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