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

Top Buys

1
+$16.9M
2
+$8.85M
3
+$5.41M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$3.55M
5
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$3.17M

Top Sells

1
+$6.25M
2
+$4.73M
3
+$4.35M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$3.97M
5
PMAY icon
Innovator US Equity Power Buffer ETF May
PMAY
+$2.57M

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
$32K ﹤0.01%
856
+2
627
$32K ﹤0.01%
2,224
628
$32K ﹤0.01%
124
629
$31K ﹤0.01%
5,870
+5
630
$31K ﹤0.01%
1,460
+9
631
$31K ﹤0.01%
467
-34
632
$31K ﹤0.01%
1,726
633
$30K ﹤0.01%
500
634
$30K ﹤0.01%
+866
635
$30K ﹤0.01%
949
636
$30K ﹤0.01%
+1,000
637
$30K ﹤0.01%
24
638
$30K ﹤0.01%
2,811
-83
639
$30K ﹤0.01%
729
+16
640
$30K ﹤0.01%
877
+10
641
$29K ﹤0.01%
600
642
$29K ﹤0.01%
440
-83
643
$29K ﹤0.01%
+350
644
$29K ﹤0.01%
135
+3
645
$29K ﹤0.01%
559
646
$29K ﹤0.01%
1,649
+12
647
$29K ﹤0.01%
2,898
648
$28K ﹤0.01%
+150
649
$28K ﹤0.01%
1,105
+42
650
$28K ﹤0.01%
1,069
+19
24 25
26
27 28