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
$689M
AUM Growth
-$95.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,187
New
Increased
Reduced
Closed

Top Buys

1
+$17.9M
2
+$10.5M
3
+$9.74M
4
UMAY icon
Innovator US Equity Ultra Buffer ETF May
UMAY
+$9.55M
5
SPYC icon
Simplify US Equity PLUS Convexity ETF
SPYC
+$7.38M

Top Sells

1
+$19.8M
2
+$14.5M
3
+$12.7M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$10.9M
5
SPD icon
Simplify US Equity PLUS Downside Convexity ETF
SPD
+$7.78M

Sector Composition

1 Technology 4.17%
2 Financials 3.91%
3 Consumer Discretionary 2.86%
4 Healthcare 2.62%
5 Industrials 1.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$18K ﹤0.01%
201
+11
652
$18K ﹤0.01%
2,000
653
$18K ﹤0.01%
381
+2
654
$18K ﹤0.01%
500
655
$18K ﹤0.01%
1,296
+28
656
$18K ﹤0.01%
267
+2
657
$18K ﹤0.01%
532
+3
658
$18K ﹤0.01%
405
659
$18K ﹤0.01%
212
-35
660
$18K ﹤0.01%
190
661
$18K ﹤0.01%
400
+300
662
$18K ﹤0.01%
2,346
663
$18K ﹤0.01%
173
-93
664
$18K ﹤0.01%
2,550
+27
665
$18K ﹤0.01%
154
666
$17K ﹤0.01%
1,399
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667
$17K ﹤0.01%
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668
$17K ﹤0.01%
566
669
$17K ﹤0.01%
265
670
$17K ﹤0.01%
2,700
+1,500
671
$17K ﹤0.01%
208
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672
$17K ﹤0.01%
489
673
$17K ﹤0.01%
827
674
$17K ﹤0.01%
397
+1
675
$17K ﹤0.01%
721
25 26
27
28 29