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
$840M
AUM Growth
-$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,426
New
Increased
Reduced
Closed

Top Buys

1
+$5.66M
2
+$4.4M
3
+$4.16M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$2.98M
5
ACN icon
Accenture
ACN
+$2.7M

Top Sells

1
+$4.62M
2
+$4.16M
3
+$3.43M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$2.4M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$2.34M

Sector Composition

1 Technology 6.83%
2 Financials 3.73%
3 Consumer Discretionary 2.76%
4 Healthcare 2.73%
5 Industrials 2.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$83K 0.01%
559
+1
477
$82K 0.01%
1,804
+439
478
$82K 0.01%
954
+3
479
$81K 0.01%
2,502
480
$81K 0.01%
3,422
+718
481
$81K 0.01%
305
+95
482
$81K 0.01%
701
483
$81K 0.01%
771
+5
484
$80K 0.01%
4,649
+54
485
$80K 0.01%
400
486
$80K 0.01%
806
-55
487
$80K 0.01%
3,411
488
$80K 0.01%
5,495
489
$80K 0.01%
917
+3
490
$79K 0.01%
529
+74
491
$79K 0.01%
1,000
+500
492
$79K 0.01%
7,614
+85
493
$79K 0.01%
804
494
$79K 0.01%
1,945
+5
495
$78K 0.01%
910
+2
496
$78K 0.01%
1,872
+12
497
$77K 0.01%
556
+1
498
$76K 0.01%
873
499
$75K 0.01%
444
+1
500
$75K 0.01%
321
18 19
20
21 22