We are live on ! Find out more
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
$1.41B
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
530
New
Increased
Reduced
Closed

Top Buys

1
+$9.07M
2
+$7.23M
3
+$5.76M
4
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$5.71M
5
BBUS icon
JPMorgan BetaBuilders US Equity ETF
BBUS
+$4.79M

Top Sells

1
+$9.75M
2
+$6.94M
3
+$5.92M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$4.13M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$2.83M

Sector Composition

1 Technology 8.32%
2 Financials 3.52%
3 Consumer Discretionary 2.34%
4 Healthcare 1.61%
5 Industrials 1.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GOOGL icon
51
Alphabet (Google) Class A
GOOGL
$4.5T
$7.16M 0.51%
24,911
+504
MGC icon
52
Vanguard Mega Cap 300 Index ETF
MGC
$10.2B
$6.97M 0.5%
29,478
+606
AVGO icon
53
Broadcom
AVGO
$1.87T
$6.89M 0.49%
22,266
+404
IVW icon
54
iShares S&P 500 Growth ETF
IVW
$75.2B
$6.84M 0.49%
60,442
-797
CGGR icon
55
Capital Group Growth ETF
CGGR
$24.2B
$6.79M 0.48%
169,022
+133,416
VOO icon
56
Vanguard S&P 500 ETF
VOO
$993B
$6.27M 0.45%
10,485
+274
BWB icon
57
Bridgewater Bancshares
BWB
$542M
$6.23M 0.44%
351,865
+1,474
PDP icon
58
Invesco Dorsey Wright Momentum ETF
PDP
$1.63B
$6.06M 0.43%
50,219
-1,261
MTUM icon
59
iShares MSCI USA Momentum Factor ETF
MTUM
$27.9B
$5.87M 0.42%
24,460
+447
MMM icon
60
3M
MMM
$82.5B
$5.85M 0.42%
40,302
-29
IPO icon
61
Renaissance IPO ETF
IPO
$174M
$5.79M 0.41%
138,328
+2,830
TSLA icon
62
Tesla
TSLA
$1.54T
$5.68M 0.4%
15,275
+940
SAA icon
63
ProShares Ulta SmallCap600
SAA
$28.5M
$5.52M 0.39%
205,000
SPY icon
64
State Street SPDR S&P 500 ETF Trust
SPY
$797B
$5.12M 0.36%
7,867
+1,115
NAPR icon
65
Innovator Growth-100 Power Buffer ETF April
NAPR
$211M
$5.11M 0.36%
93,595
-711
ABBV icon
66
AbbVie
ABBV
$392B
$5.06M 0.36%
23,282
+108
JPM icon
67
JPMorgan Chase
JPM
$856B
$4.97M 0.35%
16,880
+49
GOOG icon
68
Alphabet (Google) Class C
GOOG
$4.48T
$4.9M 0.35%
17,070
+1,425
KAPR icon
69
Innovator US Small Cap Power Buffer ETF April
KAPR
$216M
$4.84M 0.34%
133,484
-613
SCHZ icon
70
Schwab US Aggregate Bond ETF
SCHZ
$10.4B
$4.72M 0.34%
203,088
-7,671
UNH icon
71
UnitedHealth
UNH
$373B
$4.69M 0.33%
17,336
-657
FTCS icon
72
First Trust Capital Strength ETF
FTCS
$7.73B
$4.42M 0.31%
47,643
-1,821
DVY icon
73
iShares Select Dividend ETF
DVY
$22.7B
$4.35M 0.31%
28,752
-578
IUSB icon
74
iShares Core Universal USD Bond ETF
IUSB
$42B
$4.22M 0.3%
91,364
+2,225
VUG icon
75
Vanguard Growth ETF
VUG
$227B
$4.21M 0.3%
57,888
-1,482
1 2
3
4 5