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
751
$26K ﹤0.01%
296
752
$26K ﹤0.01%
2,850
753
$26K ﹤0.01%
805
754
$26K ﹤0.01%
782
-14
755
$26K ﹤0.01%
593
+3
756
$26K ﹤0.01%
669
757
$26K ﹤0.01%
277
+1
758
$26K ﹤0.01%
339
759
$26K ﹤0.01%
1,100
760
$26K ﹤0.01%
320
+1
761
$26K ﹤0.01%
597
+100
762
$26K ﹤0.01%
1,071
763
$25K ﹤0.01%
225
-1
764
$25K ﹤0.01%
365
-665
765
$25K ﹤0.01%
2,500
766
$25K ﹤0.01%
420
767
$25K ﹤0.01%
832
-14
768
$25K ﹤0.01%
441
+2
769
$25K ﹤0.01%
156
-2
770
$25K ﹤0.01%
601
771
$25K ﹤0.01%
3,039
772
$25K ﹤0.01%
146
+6
773
$24K ﹤0.01%
1,401
+28
774
$24K ﹤0.01%
348
-20
775
$24K ﹤0.01%
2,000
29 30
31
32 33