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
$840M
AUM Growth
-$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,426
New
Increased
Reduced
Closed

Top Buys

1
+$5.66M
2
+$4.4M
3
+$4.16M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$2.98M
5
ACN icon
Accenture
ACN
+$2.7M

Top Sells

1
+$4.62M
2
+$4.16M
3
+$3.43M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$2.4M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$2.34M

Sector Composition

1 Technology 6.83%
2 Financials 3.73%
3 Consumer Discretionary 2.76%
4 Healthcare 2.73%
5 Industrials 2.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$39K ﹤0.01%
1,050
652
$39K ﹤0.01%
885
653
$39K ﹤0.01%
157
654
$39K ﹤0.01%
704
+3
655
$39K ﹤0.01%
1,303
-277
656
$39K ﹤0.01%
941
+1
657
$39K ﹤0.01%
1,155
658
$39K ﹤0.01%
373
659
$38K ﹤0.01%
1,520
660
$38K ﹤0.01%
1,483
+5
661
$38K ﹤0.01%
563
-5
662
$38K ﹤0.01%
284
-1
663
$38K ﹤0.01%
293
664
$38K ﹤0.01%
398
665
$38K ﹤0.01%
256
-1
666
$37K ﹤0.01%
664
667
$37K ﹤0.01%
1,875
+80
668
$37K ﹤0.01%
662
-53
669
$36K ﹤0.01%
885
-198
670
$36K ﹤0.01%
245
671
$36K ﹤0.01%
3,409
672
$35K ﹤0.01%
464
-190
673
$35K ﹤0.01%
324
-660
674
$35K ﹤0.01%
1,892
675
$35K ﹤0.01%
1,070
-150
25 26
27
28 29