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
376
$225K 0.02%
2,201
-25
377
$224K 0.02%
3,958
-590
378
$224K 0.02%
3,710
+8
379
$222K 0.02%
+16,323
380
$220K 0.02%
595
-3
381
$219K 0.02%
4,553
-225
382
$219K 0.02%
10,870
383
$217K 0.02%
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-506
384
$217K 0.02%
5,783
-1,033
385
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3,544
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386
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2,000
-54
387
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11,272
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388
$213K 0.02%
+1,808
389
$211K 0.02%
444
-117
390
$210K 0.02%
+4,854
391
$209K 0.02%
+4,914
392
$208K 0.02%
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394
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395
$206K 0.02%
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396
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1,541
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397
$187K 0.02%
10,000
398
$179K 0.02%
16,222
-23,153
399
$168K 0.01%
12,604
+849
400
$160K 0.01%
12,563
+172
14 15
16
17 18