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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
726
$19K ﹤0.01%
700
727
$19K ﹤0.01%
363
728
$19K ﹤0.01%
+219
729
$19K ﹤0.01%
350
+1
730
$19K ﹤0.01%
566
731
$19K ﹤0.01%
342
-307
732
$19K ﹤0.01%
138
733
$19K ﹤0.01%
202
-67
734
$19K ﹤0.01%
4,400
735
$18K ﹤0.01%
281
-101
736
$18K ﹤0.01%
250
737
$18K ﹤0.01%
974
738
$18K ﹤0.01%
585
-1,197
739
$18K ﹤0.01%
721
740
$18K ﹤0.01%
+158
741
$18K ﹤0.01%
+1,000
742
$18K ﹤0.01%
700
+200
743
$18K ﹤0.01%
275
744
$18K ﹤0.01%
126
745
$18K ﹤0.01%
1,352
+170
746
$17K ﹤0.01%
93
+3
747
$17K ﹤0.01%
988
+19
748
$17K ﹤0.01%
74
749
$17K ﹤0.01%
200
750
$17K ﹤0.01%
1,000
28 29
30
31 32