TWM

Tradition Wealth Management Portfolio holdings

AUM $1.35B
1-Year Est. Return 17.61%
This Quarter Est. Return
1 Year Est. Return
+17.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$804M
AUM Growth
+$95.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,328
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$6.35M
3
+$5.66M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$4.71M
5
FTCS icon
First Trust Capital Strength ETF
FTCS
+$4.16M

Top Sells

1
+$8.91M
2
+$4.04M
3
+$3.53M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$2.45M
5
IYK icon
iShares US Consumer Staples ETF
IYK
+$2.26M

Sector Composition

1 Technology 5.87%
2 Financials 3.86%
3 Consumer Discretionary 2.82%
4 Healthcare 2.76%
5 Industrials 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$45K 0.01%
1,310
+70
627
$45K 0.01%
450
+40
628
$45K 0.01%
131
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629
$45K 0.01%
339
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$44K 0.01%
654
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631
$44K 0.01%
769
632
$44K 0.01%
300
-3
633
$44K 0.01%
699
+4
634
$44K 0.01%
7,088
635
$44K 0.01%
549
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636
$43K 0.01%
2,344
-500
637
$43K 0.01%
1,520
638
$43K 0.01%
1,075
+471
639
$43K 0.01%
2,534
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640
$43K 0.01%
497
-315
641
$42K 0.01%
1,527
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642
$42K 0.01%
1,546
643
$42K 0.01%
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644
$42K 0.01%
605
645
$42K 0.01%
288
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646
$42K 0.01%
935
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647
$42K 0.01%
931
648
$42K 0.01%
730
+25
649
$42K 0.01%
613
650
$41K 0.01%
800
+500
24 25
26
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