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
501
$74K 0.01%
719
+11
502
$74K 0.01%
1,954
-44
503
$74K 0.01%
1,051
504
$74K 0.01%
525
+2
505
$74K 0.01%
7,543
506
$73K 0.01%
9,246
507
$73K 0.01%
982
+339
508
$73K 0.01%
447
509
$73K 0.01%
6,239
+1,250
510
$73K 0.01%
436
-40
511
$72K 0.01%
1,902
+2
512
$72K 0.01%
1,117
513
$72K 0.01%
273
-2
514
$72K 0.01%
7,162
-500
515
$71K 0.01%
488
516
$71K 0.01%
644
+48
517
$71K 0.01%
900
518
$71K 0.01%
4,038
+56
519
$71K 0.01%
2,761
+609
520
$70K 0.01%
2,006
521
$70K 0.01%
2,901
522
$70K 0.01%
1,643
+3
523
$69K 0.01%
1,639
+3
524
$68K 0.01%
653
525
$68K 0.01%
1,873
19 20
21
22 23