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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
DLS icon
351
WisdomTree International SmallCap Dividend Fund
DLS
$1.07B
$360K 0.03%
4,412
HL icon
352
Hecla Mining
HL
$11.2B
$359K 0.03%
19,289
-1,664
LIN icon
353
Linde
LIN
$241B
$359K 0.03%
724
+34
PSEP icon
354
Innovator US Equity Power Buffer ETF September
PSEP
$852M
$357K 0.03%
8,298
UFOX
355
Defiance Connective Technologies ETF
UFOX
$1.05B
$356K 0.03%
5,224
+3
BA icon
356
Boeing
BA
$180B
$353K 0.03%
1,776
+124
ARCC icon
357
Ares Capital
ARCC
$13.4B
$344K 0.02%
19,095
+284
FBTC icon
358
Fidelity Wise Origin Bitcoin Fund
FBTC
$12.4B
$343K 0.02%
5,815
-4,181
EEM icon
359
iShares MSCI Emerging Markets ETF
EEM
$30.9B
$341K 0.02%
6,009
+173
IJAN icon
360
Innovator International Developed Power Buffer ETF January
IJAN
$266M
$341K 0.02%
9,402
+307
PEP icon
361
PepsiCo
PEP
$200B
$341K 0.02%
2,195
+12
PFE icon
362
Pfizer
PFE
$148B
$340K 0.02%
12,122
+544
CALF icon
363
Pacer US Small Cap Cash Cows 100 ETF
CALF
$3.5B
$340K 0.02%
7,582
-559
NOW icon
364
ServiceNow
NOW
$107B
$338K 0.02%
3,229
-168
EMR icon
365
Emerson Electric
EMR
$82.1B
$333K 0.02%
2,541
+16
AIVL icon
366
WisdomTree US AI Enhanced Value Fund
AIVL
$412M
$333K 0.02%
2,875
APP icon
367
Applovin
APP
$175B
$331K 0.02%
832
-18
DUK icon
368
Duke Energy
DUK
$97.7B
$331K 0.02%
2,526
+60
AJAN icon
369
Innovator Equity Defined Protection ETF - 2 Yr to January 2028
AJAN
$44.8M
$329K 0.02%
+11,903
BUFS
370
FT Vest Laddered Small Cap Moderate Buffer ETF
BUFS
$163M
$329K 0.02%
14,260
+4,261
IEMG icon
371
iShares Core MSCI Emerging Markets ETF
IEMG
$164B
$328K 0.02%
4,700
-57,187
AFL icon
372
Aflac
AFL
$59.5B
$324K 0.02%
2,953
+30
NNOV
373
Innovator Growth-100 Power Buffer ETF - November
NNOV
$94.3M
$323K 0.02%
11,584
+1,223
LMND icon
374
Lemonade
LMND
$4.67B
$321K 0.02%
5,126
+343
GLW icon
375
Corning
GLW
$162B
$320K 0.02%
2,355
-68
13 14
15
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