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
$804M
AUM Growth
+$95.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,328
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$6.35M
3
+$5.66M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$4.71M
5
FTCS icon
First Trust Capital Strength ETF
FTCS
+$4.16M

Top Sells

1
+$8.91M
2
+$4.04M
3
+$3.53M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$2.45M
5
IYK icon
iShares US Consumer Staples ETF
IYK
+$2.26M

Sector Composition

1 Technology 5.87%
2 Financials 3.86%
3 Consumer Discretionary 2.82%
4 Healthcare 2.76%
5 Industrials 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$142K 0.02%
16,780
+11,915
352
$141K 0.02%
2,812
+3
353
$141K 0.02%
88
354
$141K 0.02%
5,199
355
$139K 0.02%
7,260
+1,150
356
$138K 0.02%
1,728
+503
357
$138K 0.02%
677
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358
$137K 0.02%
1,377
-44
359
$136K 0.02%
666
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360
$135K 0.02%
1,636
+151
361
$134K 0.02%
2,151
+5
362
$134K 0.02%
4,037
-40
363
$131K 0.02%
3,128
+72
364
$131K 0.02%
2,523
+1,753
365
$130K 0.02%
2,658
+1,453
366
$129K 0.02%
2,134
+1,335
367
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2,350
368
$128K 0.02%
1,940
369
$127K 0.02%
2,851
+9
370
$127K 0.02%
603
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371
$127K 0.02%
8,229
372
$126K 0.02%
655
+416
373
$126K 0.02%
6,806
-2,850
374
$126K 0.02%
559
+49
375
$125K 0.02%
818
13 14
15
16 17