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
$795M
AUM Growth
+$92.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,250
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$8.85M
3
+$5.41M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$3.55M
5
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$3.17M

Top Sells

1
+$6.25M
2
+$4.73M
3
+$4.35M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$3.97M
5
PMAY icon
Innovator US Equity Power Buffer ETF May
PMAY
+$2.57M

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%
350
+1
727
$19K ﹤0.01%
566
728
$19K ﹤0.01%
342
-307
729
$19K ﹤0.01%
138
730
$19K ﹤0.01%
574
731
$19K ﹤0.01%
1,219
732
$19K ﹤0.01%
30
733
$19K ﹤0.01%
500
734
$19K ﹤0.01%
262
+2
735
$19K ﹤0.01%
700
736
$19K ﹤0.01%
363
737
$19K ﹤0.01%
202
-67
738
$19K ﹤0.01%
4,400
739
$18K ﹤0.01%
+1,000
740
$18K ﹤0.01%
700
+200
741
$18K ﹤0.01%
275
742
$18K ﹤0.01%
250
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$18K ﹤0.01%
126
744
$18K ﹤0.01%
974
745
$18K ﹤0.01%
1,352
+170
746
$18K ﹤0.01%
585
-1,197
747
$18K ﹤0.01%
721
748
$18K ﹤0.01%
+158
749
$18K ﹤0.01%
281
-101
750
$17K ﹤0.01%
93
+3
28 29
30
31 32