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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
351
$329K 0.02%
2,875
352
$327K 0.02%
2,930
+19
353
$326K 0.02%
686
+17
354
$325K 0.02%
14,091
-281
355
$322K 0.02%
5,217
-11
356
$320K 0.02%
2,278
+169
357
$318K 0.02%
+9,952
358
$316K 0.02%
9,681
+407
359
$315K 0.02%
690
+5
360
$315K 0.02%
933
+36
361
$315K 0.02%
10,900
-1,049
362
$312K 0.02%
+24,757
363
$312K 0.02%
5,836
364
$312K 0.02%
6,976
-1,270
365
$312K 0.02%
8,174
+675
366
$309K 0.02%
885
-79
367
$307K 0.02%
11,655
-1,296
368
$307K 0.02%
5,403
-188
369
$304K 0.02%
499
+2
370
$304K 0.02%
+7,842
371
$303K 0.02%
4,207
372
$302K 0.02%
2,438
+39
373
$301K 0.02%
1,275
-136
374
$300K 0.02%
13,179
-433
375
$299K 0.02%
11,743
+1,766
13 14
15
16 17