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
676
$35K ﹤0.01%
2,140
677
$34K ﹤0.01%
1,164
+15
678
$34K ﹤0.01%
962
679
$34K ﹤0.01%
784
680
$34K ﹤0.01%
66
681
$34K ﹤0.01%
176
682
$34K ﹤0.01%
752
+30
683
$33K ﹤0.01%
1,210
684
$33K ﹤0.01%
166
685
$33K ﹤0.01%
834
-906
686
$33K ﹤0.01%
296
-9
687
$33K ﹤0.01%
788
+54
688
$33K ﹤0.01%
730
689
$33K ﹤0.01%
740
-109
690
$32K ﹤0.01%
6,706
691
$32K ﹤0.01%
434
+1
692
$32K ﹤0.01%
1,902
693
$32K ﹤0.01%
557
-9
694
$32K ﹤0.01%
235
695
$32K ﹤0.01%
365
-32
696
$32K ﹤0.01%
545
697
$32K ﹤0.01%
1,216
+603
698
$32K ﹤0.01%
270
699
$32K ﹤0.01%
1,054
+10
700
$32K ﹤0.01%
1,385
26 27
28
29 30