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
$578M
AUM Growth
+$62.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,200
New
Increased
Reduced
Closed

Top Buys

1
+$5.3M
2
+$5.22M
3
+$4.7M
4
IUSB icon
iShares Trust iShares Core Universal USD Bond ETF
IUSB
+$4.59M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$4.08M

Top Sells

1
+$4.99M
2
+$4.7M
3
+$3.72M
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$3.31M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.05M

Sector Composition

1 Technology 4.2%
2 Financials 3.85%
3 Industrials 2.92%
4 Consumer Discretionary 2.67%
5 Healthcare 2.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$68K 0.01%
2,652
+2
377
$66K 0.01%
1,083
+57
378
$66K 0.01%
239
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379
$66K 0.01%
640
380
$66K 0.01%
1,118
381
$65K 0.01%
958
382
$65K 0.01%
544
+10
383
$65K 0.01%
703
+133
384
$64K 0.01%
700
385
$64K 0.01%
+3,000
386
$64K 0.01%
1,495
387
$63K 0.01%
674
388
$63K 0.01%
257
389
$61K 0.01%
1,265
390
$61K 0.01%
854
+104
391
$61K 0.01%
+489
392
$60K 0.01%
4,718
+95
393
$59K 0.01%
957
-166
394
$59K 0.01%
+2,923
395
$59K 0.01%
1,106
+109
396
$59K 0.01%
431
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397
$59K 0.01%
269
+98
398
$58K 0.01%
925
+200
399
$58K 0.01%
1,200
400
$57K 0.01%
1,729
-20
14 15
16
17 18