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
676
$37K ﹤0.01%
1,050
+800
677
$37K ﹤0.01%
509
678
$37K ﹤0.01%
+1,155
679
$37K ﹤0.01%
14,064
+865
680
$37K ﹤0.01%
624
681
$37K ﹤0.01%
596
+54
682
$36K ﹤0.01%
1,289
683
$36K ﹤0.01%
+21,275
684
$36K ﹤0.01%
1,093
+10
685
$36K ﹤0.01%
2,628
+45
686
$36K ﹤0.01%
962
687
$36K ﹤0.01%
1,034
+620
688
$36K ﹤0.01%
833
-118
689
$35K ﹤0.01%
552
+3
690
$35K ﹤0.01%
927
+802
691
$35K ﹤0.01%
+392
692
$35K ﹤0.01%
1,902
693
$35K ﹤0.01%
942
+143
694
$35K ﹤0.01%
1,892
695
$35K ﹤0.01%
578
+31
696
$34K ﹤0.01%
740
+410
697
$34K ﹤0.01%
1,146
+155
698
$34K ﹤0.01%
157
699
$34K ﹤0.01%
471
+2
700
$34K ﹤0.01%
1,155
26 27
28
29 30