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
651
$28K ﹤0.01%
340
+68
652
$28K ﹤0.01%
401
+3
653
$28K ﹤0.01%
338
+1
654
$28K ﹤0.01%
+4,338
655
$27K ﹤0.01%
976
656
$27K ﹤0.01%
767
+7
657
$27K ﹤0.01%
+20
658
$27K ﹤0.01%
80
659
$26K ﹤0.01%
2,000
660
$26K ﹤0.01%
1,219
661
$26K ﹤0.01%
1,126
662
$26K ﹤0.01%
3,128
663
$26K ﹤0.01%
300
-30
664
$25K ﹤0.01%
280
665
$25K ﹤0.01%
410
+7
666
$25K ﹤0.01%
881
+3
667
$25K ﹤0.01%
1,559
668
$25K ﹤0.01%
600
+500
669
$25K ﹤0.01%
993
670
$25K ﹤0.01%
400
671
$25K ﹤0.01%
291
672
$24K ﹤0.01%
250
+210
673
$24K ﹤0.01%
593
674
$24K ﹤0.01%
694
675
$24K ﹤0.01%
172
+10
25 26
27
28 29