23 is the total number of securities Tiedemann Wealth Management Holdings, LLC has owned. The longest Tiedemann Wealth Management Holdings, LLC has owned a single stock is 4 quarters.
| Period | Weighting | Quarter | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| IJH | iShares Core S & P Mid... | 4 | 4 | 8.91% | 12.57% | 18.85% | Q3 2016 | Q2 2017 | 4 |
| DEEP | Deep Value ETF | 3 | 3 | 9.95% | 22.80% | 35.66% | Q3 2016 | Q1 2017 | 3 |
| FEN | First Trust Energy Inc... | 3 | 3 | 13.11% | 15.86% | 18.35% | Q3 2016 | Q1 2017 | 3 |
| XLP | Consumer Staples SPDR | 3 | 3 | 10.88% | 15.04% | 21.16% | Q4 2016 | Q2 2017 | 3 |
| IVW | iShares S&P 500 Growth... | 3 | 3 | 7.03% | 13.16% | 18.91% | Q3 2016 | Q1 2017 | 3 |
| AMJ | JPMorgan Alerian MLP ETN | 3 | 3 | 2.57% | 3.40% | 4.76% | Q3 2016 | Q1 2017 | 3 |
| XLE | Energy Select Sector S... | 3 | 3 | 1.36% | 2.38% | 3.64% | Q3 2016 | Q1 2017 | 3 |
| DXJ | Wisdomtree Tr Japan He... | 3 | 3 | 1.36% | 1.80% | 2.61% | Q3 2016 | Q1 2017 | 3 |
| PRF | Powershares FTSE Rafi ... | 2 | 2 | 25.32% | 42.65% | 59.98% | Q1 2017 | Q2 2017 | 2 |
| JP Morgan Growth Advan... | 2 | 2 | 3.67% | 3.89% | 4.12% | Q3 2016 | Q4 2016 | 2 | |
| AOM | iShares Core Moderate ... | 2 | 2 | 1.71% | 1.83% | 1.95% | Q3 2016 | Q4 2016 | 2 |
| VNQ | Vanguard REIT EFT | 2 | 2 | 1.29% | 1.81% | 2.33% | Q4 2016 | Q1 2017 | 2 |
| URTH | iShares MSCI World | 2 | 2 | 0.86% | 0.95% | 1.04% | Q3 2016 | Q4 2016 | 2 |
| Facebook Inc Cl A | 2 | 2 | 0.48% | 0.59% | 0.71% | Q3 2016 | Q4 2016 | 2 | |
| RPV | Guggenheim S & P 500 P... | 2 | 2 | 0.51% | 0.51% | 0.52% | Q3 2016 | Q4 2016 | 2 |
| Tweedy Brown Global Value | 1 | 1 | 7.74% | 7.74% | 7.74% | Q4 2016 | Q4 2016 | 1 | |
| Matthews Asia Dividend | 1 | 1 | 7.28% | 7.28% | 7.28% | Q4 2016 | Q4 2016 | 1 | |
| Matthews Asia Small | 1 | 1 | 2.80% | 2.80% | 2.80% | Q4 2016 | Q4 2016 | 1 | |
| ITOT | iShares Core S&P TOT US | 1 | 1 | 1.91% | 1.91% | 1.91% | Q1 2017 | Q1 2017 | 1 |
| GLD | SPDR Gold Trust | 1 | 1 | 1.01% | 1.01% | 1.01% | Q4 2016 | Q4 2016 | 1 |
| AMZN | Amazon Inc | 1 | 1 | 0.82% | 0.82% | 0.82% | Q1 2017 | Q1 2017 | 1 |
| V | Visa Inc Com | 1 | 1 | 0.29% | 0.29% | 0.29% | Q3 2016 | Q3 2016 | 1 |
| DIS | Disney Walt Co Disney | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2016 | Q3 2016 | 1 |
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The securities at the top of the list , including iShares Core S & P Midcap ETF, Deep Value ETF, and First Trust Energy Income & Growth, are the highest-conviction holdings of Tiedemann Wealth Management Holdings, LLC.
The conviction is calculated by counting the number of quarters a security has been reported by Tiedemann Wealth Management Holdings, LLC. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Tiedemann Wealth Management Holdings, LLC owns currently or has owned in the past.