TWM

Tradition Wealth Management Portfolio holdings

AUM $1.39B
1-Year Est. Return 18.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$703M
AUM Growth
+$34.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,244
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$10.9M
3
+$10.2M
4
UMAY icon
Innovator US Equity Ultra Buffer ETF May
UMAY
+$10M
5
PMAY icon
Innovator US Equity Power Buffer ETF May
PMAY
+$9.54M

Top Sells

1
+$8.92M
2
+$7.89M
3
+$6.23M
4
KOCT icon
Innovator US Small Cap Power Buffer ETF October
KOCT
+$6.01M
5
PAPR icon
Innovator US Equity Power Buffer ETF April
PAPR
+$5.95M

Sector Composition

1 Technology 4.85%
2 Financials 4.33%
3 Consumer Discretionary 2.66%
4 Healthcare 2.51%
5 Industrials 2.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$15K ﹤0.01%
252
-1,190
777
$15K ﹤0.01%
60
778
$15K ﹤0.01%
75
779
$15K ﹤0.01%
15
780
$15K ﹤0.01%
1,603
+25
781
$15K ﹤0.01%
1,182
+163
782
$14K ﹤0.01%
150
+100
783
$14K ﹤0.01%
543
+1
784
$14K ﹤0.01%
193
+110
785
$14K ﹤0.01%
500
786
$14K ﹤0.01%
430
+92
787
$14K ﹤0.01%
128
788
$14K ﹤0.01%
502
+1
789
$14K ﹤0.01%
273
790
$14K ﹤0.01%
60
791
$14K ﹤0.01%
70
792
$14K ﹤0.01%
727
793
$14K ﹤0.01%
300
794
$14K ﹤0.01%
2,625
795
$14K ﹤0.01%
+140
796
$14K ﹤0.01%
391
+57
797
$14K ﹤0.01%
+115
798
$14K ﹤0.01%
200
-179
799
$14K ﹤0.01%
740
-2,200
800
$14K ﹤0.01%
313
30 31
32
33 34