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
676
$24K ﹤0.01%
1,633
+36
677
$24K ﹤0.01%
1,245
+45
678
$24K ﹤0.01%
124
679
$24K ﹤0.01%
286
680
$23K ﹤0.01%
907
+135
681
$23K ﹤0.01%
607
+3
682
$23K ﹤0.01%
598
+26
683
$23K ﹤0.01%
89
+19
684
$23K ﹤0.01%
600
-133
685
$23K ﹤0.01%
209
+1
686
$23K ﹤0.01%
186
+1
687
$23K ﹤0.01%
75
688
$22K ﹤0.01%
1,200
689
$22K ﹤0.01%
447
690
$22K ﹤0.01%
274
+3
691
$22K ﹤0.01%
915
692
$22K ﹤0.01%
815
+2
693
$22K ﹤0.01%
809
+2
694
$22K ﹤0.01%
619
-7
695
$22K ﹤0.01%
51
+1
696
$22K ﹤0.01%
321
+21
697
$22K ﹤0.01%
1,216
698
$22K ﹤0.01%
373
+53
699
$22K ﹤0.01%
489
700
$22K ﹤0.01%
2,499
+25
26 27
28
29 30