Portfolio (Quarterly)
Guide ↗
Tailwinds Wealth, LLC
· CIK 0002109222| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | HIG | HARTFORD INSURANCE GROUP INC | Financial Services | 1,692.0 | $224K | 0.13% | +17.0 | +1.0% | $132.51 | +4.6% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
40.5%
Financial Services
11.4%
Healthcare
10.7%
Consumer Cyclical
10.4%
Industrials
8.0%
Communication Services
6.9%
Consumer Defensive
3.7%
Energy
3.5%
Real Estate
1.8%
Utilities
1.5%