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
551
$43K 0.01%
306
+2
552
$43K 0.01%
1,238
553
$43K 0.01%
245
554
$43K 0.01%
737
+4
555
$42K 0.01%
6,117
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556
$42K 0.01%
600
557
$42K 0.01%
1,522
558
$42K 0.01%
2,618
+47
559
$42K 0.01%
239
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560
$42K 0.01%
302
+2
561
$42K 0.01%
710
562
$42K 0.01%
497
563
$42K 0.01%
687
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564
$42K 0.01%
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565
$42K 0.01%
400
566
$42K 0.01%
1,983
567
$42K 0.01%
2,241
568
$41K 0.01%
51
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569
$41K 0.01%
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570
$41K 0.01%
476
571
$41K 0.01%
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572
$41K 0.01%
667
+302
573
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605
+1
574
$40K 0.01%
1,468
575
$40K 0.01%
235
+120
21 22
23
24 25