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
$1.14B
AUM Growth
+$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
446
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$9.54M
3
+$6.78M
4
JTEK icon
JPMorgan US Tech Leaders ETF
JTEK
+$3.72M
5
JGRO icon
JPMorgan Active Growth ETF
JGRO
+$3.65M

Top Sells

1
+$9.92M
2
+$7.68M
3
+$5.63M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$3.66M
5
VRP icon
Invesco Variable Rate Preferred ETF
VRP
+$2.1M

Sector Composition

1 Technology 8.71%
2 Financials 3.67%
3 Consumer Discretionary 2.65%
4 Healthcare 1.89%
5 Industrials 1.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$483K 0.04%
19,579
252
$482K 0.04%
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274
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275
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22,148
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9 10
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12 13