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TWM

Tradition Wealth Management Portfolio holdings

AUM $1.41B
1-Year Est. Return 19.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.71%
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
+$16.6M
2
+$8.5M
3
+$5.23M
4
SPEM icon
State Street SPDR Portfolio Emerging Markets ETF
SPEM
+$3.66M
5
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$3.14M

Top Sells

1
+$6.06M
2
+$5.23M
3
+$4.54M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$3.88M
5
PMAY icon
Innovator US Equity Power Buffer ETF May
PMAY
+$2.6M

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%
390
+30
702
$21K ﹤0.01%
800
703
$21K ﹤0.01%
637
+155
704
$21K ﹤0.01%
996
705
$21K ﹤0.01%
1,325
706
$21K ﹤0.01%
3,425
+800
707
$20K ﹤0.01%
500
708
$20K ﹤0.01%
350
-28
709
$20K ﹤0.01%
893
+35
710
$20K ﹤0.01%
3,146
711
$20K ﹤0.01%
43
+1
712
$20K ﹤0.01%
263
-122
713
$20K ﹤0.01%
753
+13
714
$20K ﹤0.01%
1,358
+20
715
$20K ﹤0.01%
+250
716
$20K ﹤0.01%
864
717
$20K ﹤0.01%
405
718
$20K ﹤0.01%
167
719
$20K ﹤0.01%
434
720
$19K ﹤0.01%
78
721
$19K ﹤0.01%
574
722
$19K ﹤0.01%
1,219
723
$19K ﹤0.01%
30
724
$19K ﹤0.01%
500
725
$19K ﹤0.01%
262
+2
27 28
29
30 31