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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
326
$389K 0.03%
5,804
327
$383K 0.03%
9,486
-766
328
$381K 0.03%
22,015
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329
$380K 0.03%
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330
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18,567
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331
$370K 0.03%
1,969
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$365K 0.03%
1,109
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333
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16,002
-1,500
334
$363K 0.03%
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336
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14,281
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337
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1,035
-30
338
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+5,817
339
$357K 0.03%
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340
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11,055
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341
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10,610
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343
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3,880
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344
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4,412
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345
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359
346
$341K 0.03%
1,443
+31
347
$339K 0.03%
9,637
-1,443
348
$331K 0.02%
1,101
+3
349
$330K 0.02%
11,900
+500
350
$329K 0.02%
2,509
-44
12 13
14
15 16