Tiedemann Wealth Management Holdings as of Sept. 30, 2016
Portfolio Holdings for Tiedemann Wealth Management Holdings
Tiedemann Wealth Management Holdings holds 14 positions in its portfolio as reported in the September 2016 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Deep Value Etf deep value etf (DEEP) | 35.7 | $14M | 533k | 26.98 | |
| iShares S&P 500 Growth Index (IVW) | 18.9 | $7.6M | 63k | 121.65 | |
| First Trust Energy Income & Gr | 18.4 | $7.4M | 273k | 27.09 | |
| iShares S&P MidCap 400 Index (IJH) | 12.8 | $5.2M | 33k | 154.72 | |
| Jp Morgan Growth Advantage Fd Sl cl a (VHIAX) | 4.1 | $1.7M | 106k | 15.66 | |
| Jp Morgan Alerian Mlp Index | 2.9 | $1.2M | 37k | 31.49 | |
| iShares S&P Moderate Allocation Fund ETF (AOM) | 1.9 | $786k | 22k | 36.09 | |
| Energy Select Sector SPDR (XLE) | 1.4 | $547k | 7.7k | 70.67 | |
| WisdomTree Japan Total Dividend (DXJ) | 1.4 | $550k | 13k | 42.94 | |
| Ishares Inc msci world idx (URTH) | 1.0 | $420k | 5.8k | 72.60 | |
| Facebook Inc Cl A cl a | 0.7 | $285k | 2.2k | 128.09 | |
| Rydex Etf Trust s^p500 pur val | 0.5 | $209k | 4.0k | 52.83 | |
| Visa (V) | 0.3 | $116k | 1.4k | 82.86 | |
| Walt Disney Company (DIS) | 0.1 | $30k | 325.00 | 92.31 |
