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
$804M
AUM Growth
+$95.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,328
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$6.35M
3
+$5.66M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$4.71M
5
FTCS icon
First Trust Capital Strength ETF
FTCS
+$4.16M

Top Sells

1
+$8.91M
2
+$4.04M
3
+$3.53M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$2.45M
5
IYK icon
iShares US Consumer Staples ETF
IYK
+$2.26M

Sector Composition

1 Technology 5.87%
2 Financials 3.86%
3 Consumer Discretionary 2.82%
4 Healthcare 2.76%
5 Industrials 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$29K ﹤0.01%
410
+6
727
$29K ﹤0.01%
385
-344
728
$29K ﹤0.01%
800
729
$29K ﹤0.01%
535
+465
730
$29K ﹤0.01%
1,385
731
$28K ﹤0.01%
438
+13
732
$28K ﹤0.01%
947
733
$28K ﹤0.01%
545
+28
734
$28K ﹤0.01%
255
735
$28K ﹤0.01%
568
736
$27K ﹤0.01%
1,172
+20
737
$27K ﹤0.01%
5,212
738
$27K ﹤0.01%
166
739
$27K ﹤0.01%
60
+15
740
$27K ﹤0.01%
686
-33
741
$27K ﹤0.01%
140
+2
742
$27K ﹤0.01%
805
743
$27K ﹤0.01%
798
+23
744
$26K ﹤0.01%
949
745
$26K ﹤0.01%
3,039
746
$26K ﹤0.01%
1,166
+1
747
$26K ﹤0.01%
319
748
$26K ﹤0.01%
174
-75
749
$26K ﹤0.01%
4,400
750
$25K ﹤0.01%
198
-1
28 29
30
31 32