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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
276
$539K 0.04%
7,567
-85,811
277
$539K 0.04%
3,728
+16
278
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33,370
+3,765
279
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1,513
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280
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4,728
281
$523K 0.04%
15,305
282
$518K 0.04%
30,159
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283
$506K 0.04%
6,928
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284
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12,605
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285
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23,350
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286
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5,000
287
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16,894
288
$500K 0.04%
9,475
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289
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10,190
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290
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291
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292
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293
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294
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5,207
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295
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2,880
296
$481K 0.04%
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297
$478K 0.04%
778
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298
$475K 0.04%
12,951
299
$475K 0.04%
6,601
300
$474K 0.04%
2,148
-20
10 11
12
13 14