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
$1.14B
AUM Growth
+$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
446
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$9.54M
3
+$6.78M
4
JTEK icon
JPMorgan US Tech Leaders ETF
JTEK
+$3.72M
5
JGRO icon
JPMorgan Active Growth ETF
JGRO
+$3.65M

Top Sells

1
+$9.92M
2
+$7.68M
3
+$5.63M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$3.66M
5
VRP icon
Invesco Variable Rate Preferred ETF
VRP
+$2.1M

Sector Composition

1 Technology 8.71%
2 Financials 3.67%
3 Consumer Discretionary 2.65%
4 Healthcare 1.89%
5 Industrials 1.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.02M 0.53%
93,614
-2,625
52
$5.72M 0.5%
44,286
-560
53
$5.69M 0.5%
130,657
-3,069
54
$4.99M 0.44%
219,751
+30,509
55
$4.98M 0.44%
21,484
-231
56
$4.93M 0.43%
97,786
-13,268
57
$4.83M 0.43%
49,859
+2,986
58
$4.81M 0.42%
100,541
+2,667
59
$4.8M 0.42%
355,341
-9,329
60
$4.7M 0.41%
89,531
+4,557
61
$4.64M 0.41%
35,305
+9,207
62
$4.61M 0.41%
140,827
-4,223
63
$4.6M 0.41%
11,216
-10
64
$4.57M 0.4%
52,000
-1,300
65
$4.41M 0.39%
45,562
-264
66
$4.27M 0.38%
22,567
-47
67
$4.07M 0.36%
22,892
-538
68
$4.05M 0.36%
53,534
+10,702
69
$4.01M 0.35%
85,894
-3,133
70
$3.97M 0.35%
87,060
+5,111
71
$3.86M 0.34%
10,981
+30
72
$3.8M 0.33%
146,776
-1,586
73
$3.61M 0.32%
18,894
+493
74
$3.56M 0.31%
8,818
+1,328
75
$3.42M 0.3%
11,894
-152
1 2
3
4 5