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
551
$59K 0.01%
1,911
+3
552
$59K 0.01%
1,104
553
$59K 0.01%
947
554
$58K 0.01%
1,978
555
$58K 0.01%
368
+20
556
$58K 0.01%
507
557
$58K 0.01%
295
+11
558
$58K 0.01%
380
+3
559
$58K 0.01%
3,015
+65
560
$58K 0.01%
444
+105
561
$57K 0.01%
2,258
-310
562
$57K 0.01%
829
563
$57K 0.01%
717
+1
564
$57K 0.01%
1,157
+422
565
$56K 0.01%
1,125
+4
566
$56K 0.01%
3,378
+169
567
$56K 0.01%
1,246
+16
568
$56K 0.01%
2,285
569
$56K 0.01%
2,489
570
$55K 0.01%
713
-6
571
$55K 0.01%
760
572
$55K 0.01%
1,015
-26
573
$54K 0.01%
2,000
574
$54K 0.01%
1,546
575
$53K 0.01%
2,486
21 22
23
24 25