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
651
$41K 0.01%
1,210
652
$41K 0.01%
980
653
$41K 0.01%
938
+1
654
$41K 0.01%
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655
$41K 0.01%
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656
$40K 0.01%
535
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657
$40K 0.01%
731
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$40K 0.01%
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659
$40K 0.01%
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660
$40K 0.01%
1,583
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661
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662
$40K 0.01%
430
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663
$40K 0.01%
596
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664
$39K ﹤0.01%
1,657
665
$39K ﹤0.01%
252
-5
666
$39K ﹤0.01%
289
667
$39K ﹤0.01%
3,850
+1,850
668
$39K ﹤0.01%
412
669
$38K ﹤0.01%
422
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670
$38K ﹤0.01%
534
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671
$38K ﹤0.01%
1,522
672
$38K ﹤0.01%
615
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673
$38K ﹤0.01%
216
674
$38K ﹤0.01%
400
-6
675
$38K ﹤0.01%
+300
25 26
27
28 29