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
551
$62K 0.01%
854
+1
552
$62K 0.01%
6,583
+19
553
$61K 0.01%
829
554
$61K 0.01%
447
555
$61K 0.01%
3,818
+3,465
556
$61K 0.01%
1,068
557
$60K 0.01%
5,000
558
$59K 0.01%
+1,696
559
$59K 0.01%
2,901
560
$59K 0.01%
1,102
+268
561
$59K 0.01%
7,956
562
$59K 0.01%
855
+465
563
$59K 0.01%
476
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564
$58K 0.01%
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565
$58K 0.01%
7,543
566
$57K 0.01%
850
567
$57K 0.01%
1,005
568
$57K 0.01%
715
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569
$56K 0.01%
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570
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454
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571
$56K 0.01%
1,380
+170
572
$56K 0.01%
504
573
$56K 0.01%
1,089
574
$56K 0.01%
+1,024
575
$56K 0.01%
297
21 22
23
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