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
$578M
AUM Growth
+$62.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,200
New
Increased
Reduced
Closed

Top Buys

1
+$5.3M
2
+$5.22M
3
+$4.7M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$4.59M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$4.08M

Top Sells

1
+$4.99M
2
+$4.7M
3
+$3.72M
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$3.31M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.05M

Sector Composition

1 Technology 4.2%
2 Financials 3.85%
3 Industrials 2.92%
4 Consumer Discretionary 2.67%
5 Healthcare 2.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$14K ﹤0.01%
274
702
$14K ﹤0.01%
191
-100
703
$14K ﹤0.01%
721
704
$14K ﹤0.01%
1,300
705
$13K ﹤0.01%
70
706
$13K ﹤0.01%
300
707
$13K ﹤0.01%
1,408
708
$13K ﹤0.01%
508
709
$13K ﹤0.01%
268
710
$13K ﹤0.01%
66
+6
711
$13K ﹤0.01%
37
+17
712
$13K ﹤0.01%
265
713
$13K ﹤0.01%
104
714
$13K ﹤0.01%
+1,000
715
$13K ﹤0.01%
142
716
$12K ﹤0.01%
325
717
$12K ﹤0.01%
66
+6
718
$12K ﹤0.01%
137
719
$12K ﹤0.01%
+600
720
$12K ﹤0.01%
167
721
$12K ﹤0.01%
521
722
$12K ﹤0.01%
300
-363
723
$12K ﹤0.01%
882
+24
724
$12K ﹤0.01%
170
725
$12K ﹤0.01%
+100
27 28
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