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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
$578M
AUM Growth
+$62.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,200
New
Increased
Reduced
Closed

Top Buys

1
+$5.18M
2
+$4.84M
3
+$4.67M
4
UDEC
Innovator US Equity Ultra Buffer ETF December
UDEC
+$4.47M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$3.98M

Top Sells

1
+$4.99M
2
+$4.65M
3
+$3.64M
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$3.2M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.95M

Sector Composition

1 Technology 4.17%
2 Financials 3.85%
3 Industrials 2.92%
4 Consumer Discretionary 2.67%
5 Healthcare 2.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$11K ﹤0.01%
130
752
$11K ﹤0.01%
250
753
$11K ﹤0.01%
30
-132
754
$11K ﹤0.01%
30
755
$11K ﹤0.01%
50
756
$11K ﹤0.01%
198
757
$11K ﹤0.01%
260
758
$11K ﹤0.01%
300
759
$11K ﹤0.01%
334
760
$11K ﹤0.01%
203
761
$11K ﹤0.01%
441
762
$11K ﹤0.01%
202
763
$11K ﹤0.01%
86
764
$11K ﹤0.01%
100
765
$11K ﹤0.01%
4,500
766
$11K ﹤0.01%
+653
767
$11K ﹤0.01%
600
+100
768
– –
-123
769
– –
-20
770
– –
-3,750
771
– –
0
772
– –
-2,000
773
– –
-50
774
– –
-6
775
– –
-2
29 30
31
32 33