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
$804M
AUM Growth
+$95.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,328
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$6.35M
3
+$5.66M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$4.71M
5
FTCS icon
First Trust Capital Strength ETF
FTCS
+$4.16M

Top Sells

1
+$8.91M
2
+$4.04M
3
+$3.53M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$2.45M
5
IYK icon
iShares US Consumer Staples ETF
IYK
+$2.26M

Sector Composition

1 Technology 5.87%
2 Financials 3.86%
3 Consumer Discretionary 2.82%
4 Healthcare 2.76%
5 Industrials 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$69K 0.01%
488
527
$69K 0.01%
628
+2
528
$69K 0.01%
4,989
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$68K 0.01%
+804
530
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531
$68K 0.01%
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532
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533
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534
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535
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+1,103
536
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3,799
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537
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354
538
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539
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+2,305
540
$66K 0.01%
545
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541
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1,505
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542
$65K 0.01%
624
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$64K 0.01%
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285
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545
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700
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546
$63K 0.01%
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547
$63K 0.01%
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548
$63K 0.01%
674
549
$62K 0.01%
1,897
550
$62K 0.01%
1,737
+376
20 21
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