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
351
$258K 0.02%
2,285
+270
352
$257K 0.02%
1,127
-206
353
$256K 0.02%
1,670
-255
354
$256K 0.02%
1,090
-25
355
$253K 0.02%
365
-2
356
$252K 0.02%
+9,764
357
$252K 0.02%
2,337
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358
$251K 0.02%
4,206
+1
359
$249K 0.02%
5,218
+205
360
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4,111
-194
361
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15,499
-3,554
362
$242K 0.02%
5,791
363
$240K 0.02%
496
364
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365
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3,352
-2,051
366
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572
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367
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368
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1,838
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369
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+2,503
370
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9,324
371
$229K 0.02%
489
-291
372
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868
+1
373
$229K 0.02%
4,044
-1,016
374
$228K 0.02%
2,234
-270
375
$226K 0.02%
1,615
-137
13 14
15
16 17