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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
$1.41B
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
530
New
Increased
Reduced
Closed

Top Buys

1
+$9.07M
2
+$7.23M
3
+$5.76M
4
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$5.71M
5
BBUS icon
JPMorgan BetaBuilders US Equity ETF
BBUS
+$4.79M

Top Sells

1
+$9.75M
2
+$6.94M
3
+$5.92M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$4.13M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$2.83M

Sector Composition

1 Technology 8.32%
2 Financials 3.52%
3 Consumer Discretionary 2.34%
4 Healthcare 1.61%
5 Industrials 1.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VBR icon
26
Vanguard Small-Cap Value ETF
VBR
$36.5B
$15.1M 1.08%
69,591
+1,796
JPIE icon
27
JPMorgan Income ETF
JPIE
$9.51B
$15M 1.07%
326,486
+31,175
DBEF icon
28
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
$8.95B
$13.5M 0.96%
272,546
-194,568
LOUP icon
29
Innovator Deepwater Frontier Tech ETF
LOUP
$214M
$13M 0.93%
189,302
+5,871
AMZN icon
30
Amazon
AMZN
$2.65T
$12.7M 0.9%
60,854
+33
SFLO icon
31
VictoryShares Small Cap Free Cash Flow ETF
SFLO
$598M
$12.4M 0.88%
412,055
-1,665
SCHA icon
32
Schwab U.S Small- Cap ETF
SCHA
$23.6B
$11.8M 0.84%
404,904
+6,974
JTEK icon
33
JPMorgan US Tech Leaders ETF
JTEK
$4.47B
$11.7M 0.83%
146,533
+6,562
QQQM icon
34
Invesco NASDAQ 100 ETF
QQQM
$99.4B
$11.6M 0.82%
48,721
+8,284
SPYM
35
State Street SPDR Portfolio S&P 500 ETF
SPYM
$141B
$11M 0.78%
143,949
+28,554
BRK.B icon
36
Berkshire Hathaway Class B
BRK.B
$1.07T
$10.8M 0.77%
22,587
-765
IWD icon
37
iShares Russell 1000 Value ETF
IWD
$77.2B
$10.2M 0.73%
47,810
+17
IBB icon
38
iShares Biotechnology ETF
IBB
$8.08B
$10.2M 0.72%
60,161
+2,577
JPST icon
39
JPMorgan Ultra-Short Income ETF
JPST
$38.8B
$9.99M 0.71%
197,454
+4,580
UAPR icon
40
Innovator US Equity Ultra Buffer ETF April
UAPR
$156M
$9.15M 0.65%
274,271
-1,466
JMEE icon
41
JPMorgan Small & Mid Cap Enhanced Equity ETF
JMEE
$2.8B
$8.55M 0.61%
127,984
+9,473
IVE icon
42
iShares S&P 500 Value ETF
IVE
$47.8B
$7.97M 0.57%
37,736
+392
VEA icon
43
Vanguard FTSE Developed Markets ETF
VEA
$233B
$7.95M 0.57%
124,121
+1,287
BALL icon
44
Ball Corp
BALL
$15.3B
$7.87M 0.56%
133,113
-10
VBIL
45
Vanguard 0-3 Month Treasury Bill ETF
VBIL
$8.37B
$7.68M 0.55%
101,578
+39,074
QUAL icon
46
iShares MSCI USA Quality Factor ETF
QUAL
$46.8B
$7.59M 0.54%
39,559
-3,501
PLTR icon
47
Palantir
PLTR
$323B
$7.48M 0.53%
51,143
-102
SLYG icon
48
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$4.94B
$7.4M 0.53%
76,557
+342
NOBL icon
49
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.5B
$7.26M 0.52%
136,898
+354
PAPR icon
50
Innovator US Equity Power Buffer ETF April
PAPR
$953M
$7.25M 0.52%
182,132
-19,899
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