Tiedemann Wealth Management Holdings

Tiedemann Wealth Management Holdings as of Dec. 31, 2016

Portfolio Holdings for Tiedemann Wealth Management Holdings

Tiedemann Wealth Management Holdings holds 18 positions in its portfolio as reported in the December 2016 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Deep Value Etf deep value etf (DEEP) 22.8 $10M 389k 26.35
First Trust Energy Income & Gr 16.1 $7.2M 273k 26.54
Consumer Staples Select Sect. SPDR (XLP) 10.9 $4.9M 95k 51.71
iShares S&P MidCap 400 Index (IJH) 9.7 $4.4M 26k 165.35
TWEEDY BROWNE GLOBAL Value Fund fund (TBGVX) 7.7 $3.5M 139k 25.04
Matthews Asia Dividend inv 7.3 $3.3M 211k 15.52
iShares S&P 500 Growth Index (IVW) 7.0 $3.2M 26k 121.79
Jp Morgan Growth Advantage Fd Sl cl a (VHIAX) 3.7 $1.6M 106k 15.54
Matthews Asia Sm Comp-inv open-end fund 2.8 $1.3M 66k 19.05
Jp Morgan Alerian Mlp Index 2.6 $1.2M 37k 31.60
Energy Select Sector SPDR (XLE) 2.2 $971k 13k 75.27
iShares S&P Moderate Allocation Fund ETF (AOM) 1.7 $767k 22k 35.21
WisdomTree Japan Total Dividend (DXJ) 1.4 $635k 13k 49.57
Vanguard REIT ETF (VNQ) 1.3 $578k 7.0k 82.57
SPDR Gold Trust (GLD) 1.0 $454k 4.1k 109.48
Ishares Inc msci world idx (URTH) 0.9 $387k 5.3k 73.06
Rydex Etf Trust s^p500 pur val 0.5 $228k 4.0k 57.63
Facebook Inc Cl A cl a 0.5 $216k 1.9k 115.20