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
801
$14K ﹤0.01%
97
-1
802
$14K ﹤0.01%
70
+10
803
$14K ﹤0.01%
309
+1
804
$14K ﹤0.01%
100
805
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231
+21
806
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1,000
807
$14K ﹤0.01%
400
808
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100
-115
809
$14K ﹤0.01%
142
810
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230
811
$14K ﹤0.01%
105
+4
812
$14K ﹤0.01%
503
+1
813
$14K ﹤0.01%
727
814
$14K ﹤0.01%
300
815
$14K ﹤0.01%
125
-15
816
$13K ﹤0.01%
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111
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819
$13K ﹤0.01%
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820
$13K ﹤0.01%
508
821
$13K ﹤0.01%
164
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822
$13K ﹤0.01%
+405
823
$13K ﹤0.01%
316
+5
824
$13K ﹤0.01%
128
825
$13K ﹤0.01%
1,193
31 32
33
34 35