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TWM

Tradition Wealth Management Portfolio holdings

AUM $1.41B
1-Year Est. Return 19.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$578M
AUM Growth
+$62.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,200
New
Increased
Reduced
Closed

Top Buys

1
+$5.18M
2
+$4.84M
3
+$4.67M
4
UDEC
Innovator US Equity Ultra Buffer ETF December
UDEC
+$4.47M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$3.98M

Top Sells

1
+$4.99M
2
+$4.65M
3
+$3.64M
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$3.2M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.95M

Sector Composition

1 Technology 4.17%
2 Financials 3.85%
3 Industrials 2.92%
4 Consumer Discretionary 2.67%
5 Healthcare 2.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$22K ﹤0.01%
575
602
$22K ﹤0.01%
976
603
$22K ﹤0.01%
+811
604
$22K ﹤0.01%
+804
605
$22K ﹤0.01%
987
+2
606
$22K ﹤0.01%
1,455
607
$21K ﹤0.01%
678
+16
608
$21K ﹤0.01%
1,216
609
$21K ﹤0.01%
488
610
$21K ﹤0.01%
166
+150
611
$20K ﹤0.01%
1,200
612
$20K ﹤0.01%
+322
613
$20K ﹤0.01%
440
+258
614
$20K ﹤0.01%
540
+6
615
$20K ﹤0.01%
266
-450
616
$20K ﹤0.01%
633
+2
617
$20K ﹤0.01%
+500
618
$20K ﹤0.01%
450
619
$20K ﹤0.01%
75
620
$20K ﹤0.01%
+1,756
621
$19K ﹤0.01%
+200
622
$19K ﹤0.01%
1,000
623
$19K ﹤0.01%
400
-23
624
$19K ﹤0.01%
864
625
$19K ﹤0.01%
363
-1,038
23 24
25
26 27