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
$840M
AUM Growth
-$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,426
New
Increased
Reduced
Closed

Top Buys

1
+$5.66M
2
+$4.4M
3
+$4.16M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$2.98M
5
ACN icon
Accenture
ACN
+$2.7M

Top Sells

1
+$4.62M
2
+$4.16M
3
+$3.43M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$2.4M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$2.34M

Sector Composition

1 Technology 6.83%
2 Financials 3.73%
3 Consumer Discretionary 2.76%
4 Healthcare 2.73%
5 Industrials 2.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$29K ﹤0.01%
1,289
727
$29K ﹤0.01%
424
728
$28K ﹤0.01%
369
+2
729
$28K ﹤0.01%
1,036
+1
730
$28K ﹤0.01%
158
-1
731
$28K ﹤0.01%
439
+10
732
$28K ﹤0.01%
466
733
$28K ﹤0.01%
998
+9
734
$28K ﹤0.01%
558
735
$28K ﹤0.01%
2,100
736
$28K ﹤0.01%
624
737
$28K ﹤0.01%
4,008
+46
738
$28K ﹤0.01%
308
+1
739
$27K ﹤0.01%
1,217
+22
740
$27K ﹤0.01%
774
741
$27K ﹤0.01%
7,088
742
$27K ﹤0.01%
2,877
+69
743
$27K ﹤0.01%
1,052
744
$27K ﹤0.01%
253
+1
745
$27K ﹤0.01%
1,983
746
$27K ﹤0.01%
134
+1
747
$27K ﹤0.01%
289
+1
748
$27K ﹤0.01%
1,000
749
$27K ﹤0.01%
473
-49
750
$27K ﹤0.01%
1,274
+29
28 29
30
31 32