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
$703M
AUM Growth
+$34.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,244
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$10.9M
3
+$10.2M
4
UMAY icon
Innovator US Equity Ultra Buffer ETF May
UMAY
+$10M
5
PMAY icon
Innovator US Equity Power Buffer ETF May
PMAY
+$9.54M

Top Sells

1
+$8.92M
2
+$7.89M
3
+$6.23M
4
KOCT icon
Innovator US Small Cap Power Buffer ETF October
KOCT
+$6.01M
5
PAPR icon
Innovator US Equity Power Buffer ETF April
PAPR
+$5.95M

Sector Composition

1 Technology 4.85%
2 Financials 4.33%
3 Consumer Discretionary 2.66%
4 Healthcare 2.51%
5 Industrials 2.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$80K 0.01%
1,162
402
$80K 0.01%
562
403
$79K 0.01%
+501
404
$78K 0.01%
1,518
405
$77K 0.01%
3,544
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406
$77K 0.01%
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-45
407
$77K 0.01%
352
408
$76K 0.01%
257
409
$75K 0.01%
360
410
$75K 0.01%
4,730
+192
411
$74K 0.01%
210
412
$74K 0.01%
+2,575
413
$74K 0.01%
841
414
$74K 0.01%
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415
$73K 0.01%
1,215
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416
$73K 0.01%
4,500
417
$73K 0.01%
435
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418
$73K 0.01%
1,187
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419
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420
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1,119
421
$69K 0.01%
440
422
$69K 0.01%
723
+137
423
$69K 0.01%
1,200
424
$68K 0.01%
4,897
+88
425
$68K 0.01%
674
15 16
17
18 19