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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
426
$229K 0.02%
10,820
+39
427
$229K 0.02%
6,395
-1,140
428
$229K 0.02%
8,446
429
$226K 0.02%
2,675
-194
430
$226K 0.02%
+6,546
431
$225K 0.02%
1,812
-9
432
$225K 0.02%
+9,999
433
$225K 0.02%
9,359
+200
434
$224K 0.02%
2,325
+1
435
$224K 0.02%
10,000
436
$224K 0.02%
2,789
437
$222K 0.02%
+2,707
438
$222K 0.02%
95
439
$221K 0.02%
+1,622
440
$219K 0.02%
1,318
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441
$219K 0.02%
6,066
+360
442
$219K 0.02%
7,305
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443
$218K 0.02%
+10,048
444
$217K 0.02%
+8,976
445
$215K 0.02%
361
-100
446
$213K 0.02%
+707
447
$213K 0.02%
+2,937
448
$212K 0.02%
+1,243
449
$212K 0.02%
+30,615
450
$211K 0.02%
6,300
16 17
18
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