Tiedemann Wealth Management Holdings as of March 31, 2017
Portfolio Holdings for Tiedemann Wealth Management Holdings
Tiedemann Wealth Management Holdings holds 12 positions in its portfolio as reported in the March 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| PowerShares FTSE RAFI US 1000 | 25.3 | $6.3M | 61k | 102.48 | |
| iShares S&P 500 Growth Index (IVW) | 13.5 | $3.4M | 26k | 131.54 | |
| First Trust Energy Income & Gr | 13.1 | $3.3M | 121k | 26.98 | |
| Consumer Staples Select Sect. SPDR (XLP) | 13.1 | $3.2M | 60k | 54.58 | |
| Deep Value Etf deep value etf (DEEP) | 9.9 | $2.5M | 92k | 26.86 | |
| iShares S&P MidCap 400 Index (IJH) | 8.9 | $2.2M | 13k | 171.20 | |
| Jp Morgan Alerian Mlp Index | 4.8 | $1.2M | 37k | 32.28 | |
| Energy Select Sector SPDR (XLE) | 3.6 | $902k | 13k | 69.92 | |
| WisdomTree Japan Total Dividend (DXJ) | 2.6 | $648k | 13k | 50.59 | |
| Vanguard REIT ETF (VNQ) | 2.3 | $578k | 7.0k | 82.57 | |
| iShares S&P 1500 Index Fund (ITOT) | 1.9 | $473k | 8.8k | 54.06 | |
| Amazon (AMZN) | 0.8 | $204k | 230.00 | 886.96 |
