We are live on ! Find out more
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
$988M
AUM Growth
+$32.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,308
New
Increased
Reduced
Closed

Top Buys

1
+$24M
2
+$16M
3
+$13.3M
4
UAPR icon
Innovator US Equity Ultra Buffer ETF April
UAPR
+$8.14M
5
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$7.14M

Top Sells

1
+$29.2M
2
+$23.9M
3
+$8.77M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$8.71M
5
NJUL icon
Innovator Growth-100 Power Buffer ETF July
NJUL
+$6.82M

Sector Composition

1 Technology 7.42%
2 Financials 3.5%
3 Consumer Discretionary 2.6%
4 Healthcare 2.27%
5 Industrials 1.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
– –
-364
477
– –
-1,430
478
– –
-200
479
– –
-1,063
480
– –
-3,105
481
– –
-3,436
482
– –
-1,892
483
– –
-300
484
– –
-1,930
485
– –
-300
486
– –
-1,050
487
– –
-1,300
488
– –
-1,344
489
– –
-92
490
– –
-176
491
– –
-40
492
– –
-434
493
– –
-36
494
– –
-626
495
– –
-1,097
496
– –
-47,343
497
– –
-5,958
498
– –
-557
499
– –
-4,005
500
– –
-87
18 19
20
21 22