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
$956M
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,410
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$9.49M
3
+$7.67M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$5.63M
5
SAA icon
ProShares Ulta SmallCap600
SAA
+$5.23M

Top Sells

1
+$15.5M
2
+$9.36M
3
+$4.99M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.56M
5
TIPX icon
State Street SPDR Bloomberg 1-10 Year TIPS ETF
TIPX
+$3.23M

Sector Composition

1 Technology 7.11%
2 Financials 3.8%
3 Consumer Discretionary 2.73%
4 Healthcare 2.48%
5 Industrials 2.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$23K ﹤0.01%
2,241
777
$23K ﹤0.01%
626
-106
778
$23K ﹤0.01%
56
779
$23K ﹤0.01%
1,486
+20
780
$23K ﹤0.01%
405
781
$23K ﹤0.01%
105
782
$23K ﹤0.01%
579
+11
783
$23K ﹤0.01%
694
784
$23K ﹤0.01%
967
+425
785
$23K ﹤0.01%
291
+10
786
$23K ﹤0.01%
780
+32
787
$23K ﹤0.01%
1,095
788
$22K ﹤0.01%
5,600
789
$22K ﹤0.01%
332
-33
790
$22K ﹤0.01%
+2,500
791
$22K ﹤0.01%
230
792
$22K ﹤0.01%
345
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793
$22K ﹤0.01%
375
-200
794
$22K ﹤0.01%
569
-24
795
$22K ﹤0.01%
500
796
$22K ﹤0.01%
1,080
797
$22K ﹤0.01%
550
+2
798
$22K ﹤0.01%
245
-8
799
$22K ﹤0.01%
44
+17
800
$22K ﹤0.01%
851
30 31
32
33 34