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
501
$56K 0.01%
1,164
+7
502
$56K 0.01%
436
+12
503
$55K 0.01%
413
-71
504
$55K 0.01%
413
-18
505
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+2,486
506
$54K 0.01%
2,414
507
$53K 0.01%
3,325
-168
508
$53K 0.01%
2,227
509
$52K 0.01%
3,000
510
$52K 0.01%
840
511
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575
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512
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1,828
513
$50K 0.01%
958
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514
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611
515
$49K 0.01%
605
516
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826
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517
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518
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550
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521
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2,000
522
$49K 0.01%
270
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523
$48K 0.01%
4,000
524
$48K 0.01%
561
525
$48K 0.01%
2,506
19 20
21
22 23