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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
401
$264K 0.02%
5,500
402
$263K 0.02%
771
403
$263K 0.02%
+9,169
404
$263K 0.02%
9,284
-32
405
$262K 0.02%
796
+1
406
$259K 0.02%
9,065
-760
407
$255K 0.02%
10,231
-2,373
408
$255K 0.02%
1,075
-233
409
$254K 0.02%
940
-48
410
$254K 0.02%
601
+1
411
$248K 0.02%
9,700
412
$248K 0.02%
6,038
-141
413
$247K 0.02%
575
-20
414
$247K 0.02%
4,144
-1,029
415
$247K 0.02%
9,324
416
$243K 0.02%
4,942
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417
$239K 0.02%
2,852
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418
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2,687
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419
$239K 0.02%
3,544
-71
420
$238K 0.02%
+1,873
421
$236K 0.02%
3,801
+1
422
$236K 0.02%
10,000
423
$236K 0.02%
+3,086
424
$236K 0.02%
+8,933
425
$233K 0.02%
+253
15 16
17
18 19