TWM

Tradition Wealth Management Portfolio holdings

AUM $1.39B
1-Year Est. Return 18.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$703M
AUM Growth
+$34.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,244
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$10.9M
3
+$10.2M
4
UMAY icon
Innovator US Equity Ultra Buffer ETF May
UMAY
+$10M
5
PMAY icon
Innovator US Equity Power Buffer ETF May
PMAY
+$9.54M

Top Sells

1
+$8.92M
2
+$7.89M
3
+$6.23M
4
KOCT icon
Innovator US Small Cap Power Buffer ETF October
KOCT
+$6.01M
5
PAPR icon
Innovator US Equity Power Buffer ETF April
PAPR
+$5.95M

Sector Composition

1 Technology 4.85%
2 Financials 4.33%
3 Consumer Discretionary 2.66%
4 Healthcare 2.51%
5 Industrials 2.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$40K 0.01%
2,571
+48
552
$40K 0.01%
577
+52
553
$40K 0.01%
1,320
+620
554
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1,380
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555
$40K 0.01%
604
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556
$39K 0.01%
232
557
$39K 0.01%
237
+2
558
$39K 0.01%
300
559
$39K 0.01%
497
560
$39K 0.01%
1,238
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561
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245
562
$39K 0.01%
1,770
+25
563
$39K 0.01%
2,150
564
$38K 0.01%
713
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565
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600
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566
$38K 0.01%
600
567
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688
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571
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438
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572
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573
$38K 0.01%
697
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574
$37K 0.01%
50
575
$37K 0.01%
2,011
+26
21 22
23
24 25