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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
$795M
AUM Growth
+$92.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,250
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$8.5M
3
+$5.23M
4
SPEM icon
State Street SPDR Portfolio Emerging Markets ETF
SPEM
+$3.66M
5
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$3.14M

Top Sells

1
+$6.06M
2
+$5.23M
3
+$4.54M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$3.88M
5
PMAY icon
Innovator US Equity Power Buffer ETF May
PMAY
+$2.6M

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
626
$31K ﹤0.01%
5,870
+5
627
$31K ﹤0.01%
1,460
+9
628
$31K ﹤0.01%
467
-34
629
$30K ﹤0.01%
500
630
$30K ﹤0.01%
+866
631
$30K ﹤0.01%
949
632
$30K ﹤0.01%
+1,000
633
$30K ﹤0.01%
24
634
$30K ﹤0.01%
877
+10
635
$30K ﹤0.01%
2,811
-83
636
$30K ﹤0.01%
729
+16
637
$29K ﹤0.01%
600
638
$29K ﹤0.01%
440
-83
639
$29K ﹤0.01%
+350
640
$29K ﹤0.01%
135
+3
641
$29K ﹤0.01%
2,898
642
$29K ﹤0.01%
559
643
$29K ﹤0.01%
1,649
+12
644
$28K ﹤0.01%
401
+3
645
$28K ﹤0.01%
338
+1
646
$28K ﹤0.01%
+4,338
647
$28K ﹤0.01%
+150
648
$28K ﹤0.01%
1,105
+42
649
$28K ﹤0.01%
1,069
+19
650
$28K ﹤0.01%
340
+68
24 25
26
27 28