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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
451
$211K 0.02%
+1,842
452
$209K 0.02%
2,225
+13
453
$209K 0.02%
+8,068
454
$205K 0.02%
+1,000
455
$204K 0.02%
+1,142
456
$203K 0.02%
12,570
457
$201K 0.01%
+1,380
458
$200K 0.01%
+1,123
459
$199K 0.01%
+40,711
460
$195K 0.01%
13,303
-200
461
$186K 0.01%
15,371
-5,719
462
$182K 0.01%
+36,138
463
$154K 0.01%
11,920
-6,080
464
$152K 0.01%
10,000
-850
465
$141K 0.01%
10,000
466
$141K 0.01%
11,789
+16
467
$134K 0.01%
31,600
-8,250
468
$128K 0.01%
16,811
-1,000
469
$116K 0.01%
+14,749
470
$114K 0.01%
10,500
471
$110K 0.01%
17,446
-5,500
472
$104K 0.01%
12,677
-692
473
$96.6K 0.01%
25,025
474
$96K 0.01%
19,399
475
$89.7K 0.01%
+19,709
17 18
19
20 21