TWM

Tradition Wealth Management Portfolio holdings

AUM $1.25B
1-Year Est. Return 14.78%
This Quarter Est. Return
1 Year Est. Return
+14.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$795M
AUM Growth
+$92.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,250
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$8.85M
3
+$5.41M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$3.55M
5
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$3.17M

Top Sells

1
+$6.25M
2
+$4.73M
3
+$4.35M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$3.97M
5
PMAY icon
Innovator US Equity Power Buffer ETF May
PMAY
+$2.57M

Sector Composition

1 Technology 5.14%
2 Financials 4.1%
3 Consumer Discretionary 3.62%
4 Healthcare 2.45%
5 Industrials 2.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$340K 0.04%
12,318
+1,772
227
$338K 0.04%
1,280
228
$338K 0.04%
3,933
+188
229
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13,189
+11,005
230
$337K 0.04%
2,057
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231
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139
232
$328K 0.04%
12,172
-34
233
$321K 0.04%
5,787
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234
$320K 0.04%
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-191
235
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3,406
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236
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49,311
-5,547
237
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4,216
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238
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8,975
239
$303K 0.04%
2,828
240
$301K 0.04%
11,618
+2,330
241
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243
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244
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1,708
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245
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246
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4,086
+3,801
247
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4,654
-5,360
248
$284K 0.04%
7,475
249
$282K 0.04%
7,448
250
$282K 0.04%
545
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8 9
10
11 12