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
$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
626
$19K ﹤0.01%
363
-1,038
627
$19K ﹤0.01%
60
628
$19K ﹤0.01%
406
629
$18K ﹤0.01%
518
630
$18K ﹤0.01%
73
631
$18K ﹤0.01%
566
632
$18K ﹤0.01%
138
633
$18K ﹤0.01%
571
-100
634
$18K ﹤0.01%
162
+32
635
$18K ﹤0.01%
311
636
$18K ﹤0.01%
+500
637
$18K ﹤0.01%
1,325
638
$18K ﹤0.01%
+600
639
$18K ﹤0.01%
+700
640
$18K ﹤0.01%
974
641
$18K ﹤0.01%
105
642
$18K ﹤0.01%
607
643
$18K ﹤0.01%
930
644
$18K ﹤0.01%
574
645
$17K ﹤0.01%
+400
646
$17K ﹤0.01%
80
-2
647
$17K ﹤0.01%
650
+2
648
$17K ﹤0.01%
275
649
$17K ﹤0.01%
128
650
$17K ﹤0.01%
200
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