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Tiedemann Wealth Management Holdings, LLC

Portfolio Profile

CIK: 0001432976 | New York, NY

$2.7K
AUM
3
Positions
100%
Top 10 Conc.
100%
Top 25 Conc.

Top Holdings

#SecuritySharesValue% of Portfolio
1Powershares Ftse Rafi US 1k15,576$1.6K59.99%
2Consumer Staples Select Sector(XLP)10,331$56821.16%
3iShares Core S & P Midcap ETF(IJH)2,907$50618.85%

Sector Allocation

Latest filing, equity positions only

Unclassified100% · $2.7K

Sector Rotation

Quarter-over-quarter weight changes

SectorPrev %Curr %Change
Consumer Cyclical0.82%0%-0.82%
Unclassified99.18%100%+0.82%

Cap Size Rotation

Quarter-over-quarter weight changes by market cap

Cap SizePrev %Curr %

AUM History

$40.3K | 14 pos.
$44.9K | 18 pos.
$24.8K | 12 pos.
$2.7K | 3 pos.
Q3
16
Q4
16
Q1
17
Q2
17

Recent Activity

Change
Unclassified99.18%100%+0.82%
Mega Cap0.82%0%-0.82%

Quarter-over-quarter position changes

0
New
9
Closed
0
Increased
3
Decreased
0
Unchanged