We are live on ! Find out more
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
251
$603K 0.04%
11,690
-549
252
$601K 0.04%
+11,645
253
$599K 0.04%
9,216
+74
254
$599K 0.04%
13,181
+3
255
$588K 0.04%
+12,527
256
$587K 0.04%
21,929
-76
257
$582K 0.04%
13,286
-6,088
258
$567K 0.04%
18,322
-11
259
$567K 0.04%
19,579
260
$566K 0.04%
20,195
-5,768
261
$564K 0.04%
3,549
+734
262
$563K 0.04%
7,455
+335
263
$561K 0.04%
3,778
+50
264
$560K 0.04%
3,648
-509
265
$554K 0.04%
5,201
266
$553K 0.04%
15,911
-1,729
267
$550K 0.04%
+6,043
268
$550K 0.04%
7,080
-2,680
269
$549K 0.04%
11,524
+5
270
$548K 0.04%
4,812
-23,009
271
$548K 0.04%
6,064
272
$546K 0.04%
12,376
-23
273
$546K 0.04%
18,420
274
$542K 0.04%
13,284
-50
275
$541K 0.04%
5,537
-135
9 10
11
12 13