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
$795M
AUM Growth
+$92.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,250
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$8.85M
3
+$5.41M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$3.55M
5
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$3.17M

Top Sells

1
+$6.25M
2
+$4.73M
3
+$4.35M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$3.97M
5
PMAY icon
Innovator US Equity Power Buffer ETF May
PMAY
+$2.57M

Sector Composition

1 Technology 5.14%
2 Financials 4.1%
3 Consumer Discretionary 3.62%
4 Healthcare 2.45%
5 Industrials 2.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$97K 0.01%
1,576
402
$97K 0.01%
2,225
403
$96K 0.01%
2,600
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404
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405
$96K 0.01%
420
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406
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812
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407
$95K 0.01%
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408
$95K 0.01%
2,399
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409
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410
$94K 0.01%
4,159
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411
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1,575
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412
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607
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413
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5,224
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414
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3,548
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415
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303
416
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1,680
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417
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420
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421
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422
$88K 0.01%
1,878
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423
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948
424
$86K 0.01%
900
425
$86K 0.01%
927
-341
15 16
17
18 19