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
$804M
AUM Growth
+$95.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,328
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$6.35M
3
+$5.66M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$4.71M
5
FTCS icon
First Trust Capital Strength ETF
FTCS
+$4.16M

Top Sells

1
+$8.91M
2
+$4.04M
3
+$3.53M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$2.45M
5
IYK icon
iShares US Consumer Staples ETF
IYK
+$2.26M

Sector Composition

1 Technology 5.87%
2 Financials 3.86%
3 Consumer Discretionary 2.82%
4 Healthcare 2.76%
5 Industrials 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$87K 0.01%
+779
477
$86K 0.01%
875
+475
478
$86K 0.01%
+336
479
$86K 0.01%
2,178
480
$85K 0.01%
+2,502
481
$85K 0.01%
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482
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3,676
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483
$85K 0.01%
1,644
484
$84K 0.01%
971
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485
$84K 0.01%
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486
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217
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487
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1,012
488
$83K 0.01%
10,041
-350
489
$82K 0.01%
519
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490
$82K 0.01%
249
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491
$81K 0.01%
554
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492
$81K 0.01%
3,302
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493
$80K 0.01%
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494
$79K 0.01%
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495
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703
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7,092
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260
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1,091
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499
$79K 0.01%
1,377
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500
$79K 0.01%
2,964
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18 19
20
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