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
$840M
AUM Growth
-$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,426
New
Increased
Reduced
Closed

Top Buys

1
+$5.66M
2
+$4.4M
3
+$4.16M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$2.98M
5
ACN icon
Accenture
ACN
+$2.7M

Top Sells

1
+$4.62M
2
+$4.16M
3
+$3.43M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$2.4M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$2.34M

Sector Composition

1 Technology 6.83%
2 Financials 3.73%
3 Consumer Discretionary 2.76%
4 Healthcare 2.73%
5 Industrials 2.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$22K ﹤0.01%
196
802
$22K ﹤0.01%
56
803
$22K ﹤0.01%
1,095
+350
804
$21K ﹤0.01%
694
805
$21K ﹤0.01%
145
-179
806
$21K ﹤0.01%
278
+25
807
$21K ﹤0.01%
1,357
808
$21K ﹤0.01%
342
809
$21K ﹤0.01%
82
+1
810
$21K ﹤0.01%
4,420
+500
811
$21K ﹤0.01%
706
812
$21K ﹤0.01%
732
+85
813
$21K ﹤0.01%
1,466
+20
814
$21K ﹤0.01%
358
815
$21K ﹤0.01%
+285
816
$20K ﹤0.01%
79
-2
817
$20K ﹤0.01%
168
818
$20K ﹤0.01%
288
819
$20K ﹤0.01%
405
-10
820
$20K ﹤0.01%
257
+1
821
$20K ﹤0.01%
281
+2
822
$20K ﹤0.01%
548
+3
823
$20K ﹤0.01%
851
824
$20K ﹤0.01%
405
+1
825
$20K ﹤0.01%
568
+12
31 32
33
34 35