TWM

Tradition Wealth Management Portfolio holdings

AUM $1.25B
1-Year Est. Return 14.78%
This Quarter Est. Return
1 Year Est. Return
+14.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$795M
AUM Growth
+$92.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,250
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$8.85M
3
+$5.41M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$3.55M
5
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$3.17M

Top Sells

1
+$6.25M
2
+$4.73M
3
+$4.35M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$3.97M
5
PMAY icon
Innovator US Equity Power Buffer ETF May
PMAY
+$2.57M

Sector Composition

1 Technology 5.14%
2 Financials 4.1%
3 Consumer Discretionary 3.62%
4 Healthcare 2.45%
5 Industrials 2.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$62K 0.01%
1,973
477
$62K 0.01%
1,259
+43
478
$62K 0.01%
+2,000
479
$62K 0.01%
465
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480
$62K 0.01%
674
481
$62K 0.01%
1,200
482
$61K 0.01%
923
+38
483
$61K 0.01%
2,610
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484
$61K 0.01%
4,500
+600
485
$60K 0.01%
580
486
$60K 0.01%
1,978
487
$60K 0.01%
557
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488
$60K 0.01%
254
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648
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490
$59K 0.01%
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491
$59K 0.01%
1,394
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492
$58K 0.01%
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493
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$58K 0.01%
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496
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274
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498
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145
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499
$57K 0.01%
2,172
-64,640
500
$56K 0.01%
891
-49
18 19
20
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