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
776
$16K ﹤0.01%
642
+422
777
$16K ﹤0.01%
361
-240
778
$15K ﹤0.01%
300
779
$15K ﹤0.01%
425
-872
780
$15K ﹤0.01%
171
-48
781
$15K ﹤0.01%
276
+3
782
$15K ﹤0.01%
+2,000
783
$15K ﹤0.01%
223
-314
784
$15K ﹤0.01%
24
785
$15K ﹤0.01%
216
+21
786
$15K ﹤0.01%
200
787
$15K ﹤0.01%
1,953
788
$15K ﹤0.01%
300
789
$15K ﹤0.01%
+100
790
$15K ﹤0.01%
600
791
$15K ﹤0.01%
187
+96
792
$15K ﹤0.01%
400
+10
793
$15K ﹤0.01%
80
-15
794
$15K ﹤0.01%
1,629
+26
795
$14K ﹤0.01%
545
+2
796
$14K ﹤0.01%
106
+6
797
$14K ﹤0.01%
200
798
$14K ﹤0.01%
513
799
$14K ﹤0.01%
454
+346
800
$14K ﹤0.01%
+75
30 31
32
33 34