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
$689M
AUM Growth
-$95.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,187
New
Increased
Reduced
Closed

Top Buys

1
+$17.9M
2
+$10.5M
3
+$9.74M
4
UMAY icon
Innovator US Equity Ultra Buffer ETF May
UMAY
+$9.55M
5
SPYC icon
Simplify US Equity PLUS Convexity ETF
SPYC
+$7.38M

Top Sells

1
+$19.8M
2
+$14.5M
3
+$12.7M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$10.9M
5
SPD icon
Simplify US Equity PLUS Downside Convexity ETF
SPD
+$7.78M

Sector Composition

1 Technology 4.17%
2 Financials 3.91%
3 Consumer Discretionary 2.86%
4 Healthcare 2.62%
5 Industrials 1.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$73K 0.01%
1,521
+401
402
$72K 0.01%
303
403
$72K 0.01%
562
404
$70K 0.01%
907
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405
$69K 0.01%
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406
$69K 0.01%
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407
$68K 0.01%
2,700
408
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843
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409
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410
$68K 0.01%
5,312
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411
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859
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412
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1,528
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413
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1,910
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414
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409
415
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2,934
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416
$65K 0.01%
2,524
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417
$64K 0.01%
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418
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419
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420
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421
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422
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1,296
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$63K 0.01%
3,644
+42
424
$62K 0.01%
800
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425
$62K 0.01%
353
+1
15 16
17
18 19