TWM

Tradition Wealth Management Portfolio holdings

AUM $1.39B
1-Year Est. Return 18.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.78%
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
+$5.18M
2
+$4.84M
3
+$4.67M
4
UDEC
Innovator US Equity Ultra Buffer ETF December
UDEC
+$4.47M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$3.98M

Top Sells

1
+$4.99M
2
+$4.65M
3
+$3.64M
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$3.2M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.95M

Sector Composition

1 Technology 4.17%
2 Financials 3.85%
3 Industrials 2.92%
4 Consumer Discretionary 2.67%
5 Healthcare 2.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$66K 0.01%
1,118
377
$65K 0.01%
958
378
$65K 0.01%
544
+10
379
$65K 0.01%
703
+133
380
$64K 0.01%
700
381
$64K 0.01%
+3,000
382
$64K 0.01%
1,495
383
$63K 0.01%
674
384
$63K 0.01%
257
385
$61K 0.01%
1,265
386
$61K 0.01%
854
+104
387
$61K 0.01%
+489
388
$60K 0.01%
4,718
+95
389
$59K 0.01%
957
-166
390
$59K 0.01%
+2,923
391
$59K 0.01%
1,106
+109
392
$59K 0.01%
431
+69
393
$59K 0.01%
269
+98
394
$58K 0.01%
925
+200
395
$58K 0.01%
1,200
396
$57K 0.01%
1,729
-20
397
$57K 0.01%
3,974
+928
398
$56K 0.01%
1,554
+25
399
$56K 0.01%
560
+540
400
$55K 0.01%
+541
14 15
16
17 18