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
751
$17K ﹤0.01%
988
+19
752
$17K ﹤0.01%
74
753
$17K ﹤0.01%
200
754
$17K ﹤0.01%
1,000
755
$17K ﹤0.01%
158
+1
756
$17K ﹤0.01%
464
-24
757
$17K ﹤0.01%
667
-400
758
$17K ﹤0.01%
60
759
$17K ﹤0.01%
375
+300
760
$17K ﹤0.01%
500
761
$17K ﹤0.01%
1,000
762
$17K ﹤0.01%
221
763
$17K ﹤0.01%
253
+1
764
$17K ﹤0.01%
875
+125
765
$17K ﹤0.01%
2,706
766
$17K ﹤0.01%
623
767
$16K ﹤0.01%
300
768
$16K ﹤0.01%
+1,492
769
$16K ﹤0.01%
420
770
$16K ﹤0.01%
205
771
$16K ﹤0.01%
100
772
$16K ﹤0.01%
25
773
$16K ﹤0.01%
71
+11
774
$16K ﹤0.01%
2,346
775
$16K ﹤0.01%
141
-150
29 30
31
32 33