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TWM

Tradition Wealth Management Portfolio holdings

AUM $1.41B
1-Year Est. Return 19.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.35B
AUM Growth
+$100M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
510
New
Increased
Reduced
Closed

Top Buys

1
+$8.1M
2
+$7.98M
3
+$6.83M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$5.36M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$3.83M

Top Sells

1
+$5.88M
2
+$5.48M
3
+$5.11M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$4.29M
5
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$3.89M

Sector Composition

1 Technology 9.33%
2 Financials 3.85%
3 Consumer Discretionary 2.5%
4 Healthcare 1.75%
5 Industrials 1.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$730K 0.05%
10,521
-364
227
$729K 0.05%
10,249
+5,001
228
$716K 0.05%
5,507
+34
229
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1,257
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230
$714K 0.05%
7,151
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231
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5,479
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990
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233
$711K 0.05%
9,680
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234
$710K 0.05%
990
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235
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14,653
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236
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237
$676K 0.05%
2,691
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238
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27,556
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239
$666K 0.05%
21,301
+182
240
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+40,803
241
$659K 0.05%
10,131
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242
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243
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5,297
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244
$638K 0.05%
3,465
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245
$636K 0.05%
6,680
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246
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11,700
+569
247
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12,072
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248
$609K 0.05%
5,553
-122
249
$605K 0.04%
6,972
250
$604K 0.04%
12,703
-59
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10
11 12