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
501
$39K 0.01%
2,901
502
$39K 0.01%
2,760
+133
503
$39K 0.01%
3,411
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504
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301
505
$38K 0.01%
763
506
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+1,286
507
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246
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508
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390
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509
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340
510
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219
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511
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476
512
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796
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513
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925
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514
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515
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7,055
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516
$37K 0.01%
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517
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518
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519
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387
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1,345
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522
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159
523
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705
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524
$36K 0.01%
550
525
$36K 0.01%
612
+1
19 20
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