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
$689M
AUM Growth
-$95.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,187
New
Increased
Reduced
Closed

Top Buys

1
+$17.9M
2
+$10.5M
3
+$9.74M
4
UMAY icon
Innovator US Equity Ultra Buffer ETF May
UMAY
+$9.55M
5
SPYC icon
Simplify US Equity PLUS Convexity ETF
SPYC
+$7.38M

Top Sells

1
+$19.8M
2
+$14.5M
3
+$12.7M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$10.9M
5
SPD icon
Simplify US Equity PLUS Downside Convexity ETF
SPD
+$7.78M

Sector Composition

1 Technology 4.17%
2 Financials 3.91%
3 Consumer Discretionary 2.86%
4 Healthcare 2.62%
5 Industrials 1.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$44K 0.01%
+1,483
477
$44K 0.01%
2,506
-5,750
478
$44K 0.01%
202
479
$44K 0.01%
251
-264
480
$44K 0.01%
1,420
+12
481
$43K 0.01%
616
482
$43K 0.01%
600
483
$43K 0.01%
1,346
+6
484
$43K 0.01%
2,486
485
$43K 0.01%
3,200
-692
486
$42K 0.01%
2,384
+542
487
$42K 0.01%
2,227
488
$41K 0.01%
+1,902
489
$41K 0.01%
310
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490
$41K 0.01%
+5,689
491
$40K 0.01%
171
492
$40K 0.01%
829
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493
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495
$39K 0.01%
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496
$39K 0.01%
300
497
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931
498
$39K 0.01%
2,329
-1,000
499
$39K 0.01%
142
500
$39K 0.01%
289
18 19
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