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
$804M
AUM Growth
+$95.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,328
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$6.35M
3
+$5.66M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$4.71M
5
FTCS icon
First Trust Capital Strength ETF
FTCS
+$4.16M

Top Sells

1
+$8.91M
2
+$4.04M
3
+$3.53M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$2.45M
5
IYK icon
iShares US Consumer Staples ETF
IYK
+$2.26M

Sector Composition

1 Technology 5.87%
2 Financials 3.86%
3 Consumer Discretionary 2.82%
4 Healthcare 2.76%
5 Industrials 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$23K ﹤0.01%
1,200
777
$23K ﹤0.01%
339
-33,276
778
$23K ﹤0.01%
405
+225
779
$23K ﹤0.01%
1,100
780
$23K ﹤0.01%
342
781
$23K ﹤0.01%
3,920
782
$22K ﹤0.01%
+5,371
783
$22K ﹤0.01%
5,000
784
$22K ﹤0.01%
80
785
$22K ﹤0.01%
1,504
+472
786
$22K ﹤0.01%
1,045
-2,035
787
$22K ﹤0.01%
694
788
$22K ﹤0.01%
1,149
+65
789
$22K ﹤0.01%
+200
790
$22K ﹤0.01%
2,725
+224
791
$22K ﹤0.01%
774
792
$22K ﹤0.01%
129
+1
793
$22K ﹤0.01%
426
-200
794
$22K ﹤0.01%
2,725
-79
795
$22K ﹤0.01%
+400
796
$22K ﹤0.01%
+12,000
797
$21K ﹤0.01%
600
+145
798
$21K ﹤0.01%
277
-25
799
$21K ﹤0.01%
1,428
+21
800
$20K ﹤0.01%
+490
30 31
32
33 34