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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
376
$296K 0.02%
+10,092
377
$295K 0.02%
2,625
+2
378
$293K 0.02%
5,987
+2
379
$289K 0.02%
3,024
+5
380
$288K 0.02%
2,518
-15
381
$286K 0.02%
774
-4
382
$285K 0.02%
8,505
-3,455
383
$285K 0.02%
4,559
+63
384
$282K 0.02%
354
-21
385
$282K 0.02%
6,698
-1,000
386
$281K 0.02%
3,832
-196
387
$281K 0.02%
3,938
+566
388
$281K 0.02%
12,132
+620
389
$280K 0.02%
+2,488
390
$279K 0.02%
3,385
-40
391
$278K 0.02%
+8,482
392
$278K 0.02%
5,470
+222
393
$277K 0.02%
1,515
394
$276K 0.02%
1,275
395
$276K 0.02%
2,670
+105
396
$274K 0.02%
4,000
397
$271K 0.02%
1,622
-241
398
$269K 0.02%
4,686
-1,420
399
$268K 0.02%
21,276
+54
400
$267K 0.02%
6,811
-1,735
14 15
16
17 18