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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
$1.41B
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
530
New
Increased
Reduced
Closed

Top Buys

1
+$9.07M
2
+$7.23M
3
+$5.76M
4
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$5.71M
5
BBUS icon
JPMorgan BetaBuilders US Equity ETF
BBUS
+$4.79M

Top Sells

1
+$9.75M
2
+$6.94M
3
+$5.92M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$4.13M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$2.83M

Sector Composition

1 Technology 8.32%
2 Financials 3.52%
3 Consumer Discretionary 2.34%
4 Healthcare 1.61%
5 Industrials 1.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
QRVO icon
301
Qorvo
QRVO
$8.72B
$465K 0.03%
6,008
WM icon
302
Waste Management
WM
$88.1B
$465K 0.03%
2,022
-91
BSX icon
303
Boston Scientific
BSX
$69.2B
$462K 0.03%
7,357
+212
OKE icon
304
Oneok
OKE
$54.4B
$462K 0.03%
5,107
+129
IJH icon
305
iShares Core S&P Mid-Cap ETF
IJH
$122B
$451K 0.03%
6,683
+295
CIFR icon
306
Cipher Digital Inc
CIFR
$10.9B
$450K 0.03%
34,986
+6,724
BMNR
307
BitMine Immersion Technologies
BMNR
$9.39B
$448K 0.03%
22,651
+1,765
T icon
308
AT&T
T
$162B
$448K 0.03%
15,437
+796
SHOP icon
309
Shopify
SHOP
$146B
$447K 0.03%
3,768
-5
KO icon
310
Coca-Cola
KO
$350B
$447K 0.03%
5,873
+335
ZJUL
311
Innovator Equity Defined Protection ETF - 1 Yr July
ZJUL
$128M
$435K 0.03%
14,950
ABFL
312
Abacus FCF Leaders ETF
ABFL
$527M
$434K 0.03%
6,107
-494
TOCT
313
Innovator Equity Defined Protection ETF - 2 Yr to October 2027
TOCT
$20.3M
$422K 0.03%
16,055
FCX icon
314
Freeport-McMoran
FCX
$101B
$421K 0.03%
7,162
+583
ZDEK
315
Innovator Equity Defined Protection ETF - 1 Yr December
ZDEK
$114M
$420K 0.03%
16,381
+8
EOCT icon
316
Innovator Emerging Markets Power Buffer ETF October
EOCT
$110M
$419K 0.03%
13,112
-107
PG icon
317
Procter & Gamble
PG
$355B
$419K 0.03%
2,900
+170
FDX icon
318
FedEx
FDX
$80.7B
$417K 0.03%
1,170
+37
SUSA icon
319
iShares ESG Optimized MSCI USA ETF
SUSA
$4.03B
$416K 0.03%
3,148
-19
BMY icon
320
Bristol-Myers Squibb
BMY
$115B
$414K 0.03%
6,833
+2,222
PAAS icon
321
Pan American Silver
PAAS
$21.5B
$413K 0.03%
7,554
-288
BUFY
322
FT Vest Laddered International Moderate Buffer ETF
BUFY
$119M
$412K 0.03%
18,397
+6,549
NOC icon
323
Northrop Grumman
NOC
$77.8B
$411K 0.03%
603
+7
CEG icon
324
Constellation Energy
CEG
$96.2B
$411K 0.03%
1,472
-594
BLK icon
325
Blackrock
BLK
$162B
$411K 0.03%
427
+26
11 12
13
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