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
701
$21K ﹤0.01%
996
702
$21K ﹤0.01%
1,032
703
$21K ﹤0.01%
266
704
$21K ﹤0.01%
192
705
$21K ﹤0.01%
318
+3
706
$21K ﹤0.01%
390
+30
707
$21K ﹤0.01%
1,325
708
$21K ﹤0.01%
3,425
+800
709
$21K ﹤0.01%
800
710
$21K ﹤0.01%
637
+155
711
$20K ﹤0.01%
1,358
+20
712
$20K ﹤0.01%
+250
713
$20K ﹤0.01%
864
714
$20K ﹤0.01%
500
715
$20K ﹤0.01%
350
-28
716
$20K ﹤0.01%
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717
$20K ﹤0.01%
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718
$20K ﹤0.01%
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719
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720
$20K ﹤0.01%
43
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721
$20K ﹤0.01%
263
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722
$20K ﹤0.01%
753
+13
723
$20K ﹤0.01%
434
724
$19K ﹤0.01%
78
725
$19K ﹤0.01%
+219
27 28
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30 31