TWM

Tradition Wealth Management Portfolio holdings

AUM $1.39B
1-Year Est. Return 18.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$668M
AUM Growth
+$90.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,202
New
Increased
Reduced
Closed

Top Buys

1
+$8.81M
2
+$5.6M
3
+$5.12M
4
KAPR icon
Innovator US Small Cap Power Buffer ETF April
KAPR
+$4.95M
5
NAPR icon
Innovator Growth-100 Power Buffer ETF April
NAPR
+$4.82M

Top Sells

1
+$6.35M
2
+$5.94M
3
+$5.32M
4
EJAN icon
Innovator Emerging Markets Power Buffer ETF January
EJAN
+$4.69M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$3.78M

Sector Composition

1 Technology 5%
2 Financials 4.2%
3 Consumer Discretionary 3.02%
4 Industrials 2.8%
5 Healthcare 2.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$25K ﹤0.01%
434
702
$25K ﹤0.01%
1,126
703
$24K ﹤0.01%
280
-1
704
$24K ﹤0.01%
1,032
705
$24K ﹤0.01%
976
706
$24K ﹤0.01%
694
707
$24K ﹤0.01%
461
+1
708
$24K ﹤0.01%
360
709
$24K ﹤0.01%
990
+3
710
$24K ﹤0.01%
166
711
$24K ﹤0.01%
920
-94
712
$24K ﹤0.01%
330
713
$23K ﹤0.01%
1,559
714
$23K ﹤0.01%
764
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715
$23K ﹤0.01%
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716
$23K ﹤0.01%
600
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717
$23K ﹤0.01%
100
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718
$23K ﹤0.01%
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719
$23K ﹤0.01%
250
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720
$23K ﹤0.01%
839
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721
$23K ﹤0.01%
105
722
$23K ﹤0.01%
+700
723
$22K ﹤0.01%
664
+31
724
$22K ﹤0.01%
+1,000
725
$22K ﹤0.01%
500
27 28
29
30 31