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
326
$291K 0.03%
10,960
-14,398
327
$290K 0.03%
+4,718
328
$290K 0.03%
+848
329
$290K 0.03%
4,542
+8
330
$284K 0.03%
6,506
331
$283K 0.03%
+1,347
332
$281K 0.02%
4,462
-44
333
$279K 0.02%
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-26
334
$277K 0.02%
1,822
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335
$276K 0.02%
12,950
-1,880
336
$274K 0.02%
960
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337
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3,196
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338
$269K 0.02%
6,041
-406
339
$269K 0.02%
4,564
340
$266K 0.02%
4,728
341
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466
342
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634
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344
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53
345
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6,911
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346
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11,355
-756
347
$260K 0.02%
3,406
-196
348
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9,394
-2,000
349
$259K 0.02%
7,499
350
$258K 0.02%
9,425
+204
12 13
14
15 16