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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
$1.35B
AUM Growth
+$100M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
510
New
Increased
Reduced
Closed

Top Buys

1
+$8.1M
2
+$7.98M
3
+$6.83M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$5.36M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$3.83M

Top Sells

1
+$5.88M
2
+$5.48M
3
+$5.11M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$4.29M
5
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$3.89M

Sector Composition

1 Technology 9.33%
2 Financials 3.85%
3 Consumer Discretionary 2.5%
4 Healthcare 1.75%
5 Industrials 1.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.05M 0.52%
117,724
+5,525
52
$7.02M 0.52%
136,304
-2,122
53
$6.76M 0.5%
136,496
-151
54
$6.71M 0.5%
133,113
55
$6.65M 0.49%
19,266
+1,764
56
$6.28M 0.46%
245,000
57
$6.23M 0.46%
40,148
-5,227
58
$6.2M 0.46%
352,391
-3,375
59
$6.2M 0.46%
13,936
+902
60
$5.99M 0.44%
23,369
+21,905
61
$5.97M 0.44%
103,841
+49,545
62
$5.82M 0.43%
23,945
-246
63
$5.41M 0.4%
79,808
-30,442
64
$5.36M 0.4%
23,145
+505
65
$5.36M 0.4%
100,691
-4,774
66
$5.21M 0.39%
16,530
+911
67
$5.21M 0.39%
25,230
-1,277
68
$5.07M 0.37%
8,277
+406
69
$5.06M 0.37%
96,192
-3,757
70
$5.05M 0.37%
215,027
-3,304
71
$4.88M 0.36%
61,044
+3,588
72
$4.85M 0.36%
50,980
-45,842
73
$4.75M 0.35%
50,763
-1,294
74
$4.71M 0.35%
137,863
-121
75
$4.59M 0.34%
32,330
-2,521
1 2
3
4 5