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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
301
$472K 0.03%
9,501
+3,811
302
$469K 0.03%
+9,027
303
$469K 0.03%
7,782
+1
304
$467K 0.03%
+14,826
305
$465K 0.03%
399
+1
306
$453K 0.03%
11,272
307
$447K 0.03%
16,010
+1,081
308
$446K 0.03%
10,538
+1,327
309
$443K 0.03%
15,703
+472
310
$443K 0.03%
3,263
311
$442K 0.03%
+14,821
312
$433K 0.03%
15,054
-1,044
313
$431K 0.03%
5,908
-1,256
314
$429K 0.03%
3,163
+1
315
$429K 0.03%
1,015
+65
316
$424K 0.03%
2,308
+7
317
$421K 0.03%
13,555
318
$417K 0.03%
1,767
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319
$416K 0.03%
9,133
+1,663
320
$416K 0.03%
6,378
-582
321
$411K 0.03%
16,250
+105
322
$402K 0.03%
+2,661
323
$399K 0.03%
813
-6
324
$394K 0.03%
4,579
+2
325
$394K 0.03%
4,735
11 12
13
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