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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
26
$14.5M 1.07%
621,243
+169,648
27
$14.4M 1.07%
69,035
-1,076
28
$13.3M 0.98%
60,444
-144
29
$12.3M 0.91%
264,591
+18,685
30
$12.1M 0.9%
132,051
+4,637
31
$12M 0.89%
23,819
-652
32
$11.8M 0.87%
60,547
-10,661
33
$11.3M 0.84%
389,867
-99,064
34
$11.2M 0.83%
403,051
-13,777
35
$9.6M 0.71%
47,144
-12
36
$9.33M 0.69%
183,880
+9,616
37
$9.33M 0.69%
199,877
+175,351
38
$9.25M 0.68%
50,681
-570
39
$9.01M 0.67%
280,391
-192
40
$8.9M 0.66%
113,555
-8,961
41
$8.34M 0.62%
33,742
+28,955
42
$8.29M 0.61%
57,406
-656
43
$8M 0.59%
208,554
-8,556
44
$7.57M 0.56%
131,578
-92,111
45
$7.37M 0.55%
61,091
-6,399
46
$7.32M 0.54%
22,182
+628
47
$7.25M 0.54%
76,838
-4,171
48
$7.23M 0.53%
113,990
+15,758
49
$7.14M 0.53%
60,489
-2,029
50
$7.09M 0.52%
29,066
-10
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