TWM

Tradition Wealth Management Portfolio holdings

AUM $1.39B
1-Year Est. Return 18.79%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$703M
AUM Growth
+$34.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,244
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$10.9M
3
+$10.2M
4
UMAY icon
Innovator US Equity Ultra Buffer ETF May
UMAY
+$10M
5
PMAY icon
Innovator US Equity Power Buffer ETF May
PMAY
+$9.54M

Top Sells

1
+$8.92M
2
+$7.89M
3
+$6.23M
4
KOCT icon
Innovator US Small Cap Power Buffer ETF October
KOCT
+$6.01M
5
PAPR icon
Innovator US Equity Power Buffer ETF April
PAPR
+$5.95M

Sector Composition

1 Technology 4.85%
2 Financials 4.33%
3 Consumer Discretionary 2.66%
4 Healthcare 2.51%
5 Industrials 2.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$13K ﹤0.01%
1,300
827
$13K ﹤0.01%
142
828
$12K ﹤0.01%
130
829
$12K ﹤0.01%
243
+100
830
$12K ﹤0.01%
300
-300
831
$12K ﹤0.01%
1,271
832
$12K ﹤0.01%
80
833
$12K ﹤0.01%
726
+120
834
$12K ﹤0.01%
101
+1
835
$12K ﹤0.01%
+100
836
$12K ﹤0.01%
311
+217
837
$12K ﹤0.01%
30
838
$12K ﹤0.01%
+150
839
$12K ﹤0.01%
198
840
$12K ﹤0.01%
260
841
$12K ﹤0.01%
60
842
$12K ﹤0.01%
312
843
$12K ﹤0.01%
692
844
$12K ﹤0.01%
294
-400
845
$12K ﹤0.01%
100
846
$12K ﹤0.01%
1,000
847
$12K ﹤0.01%
159
-1,865
848
$11K ﹤0.01%
186
+16
849
$11K ﹤0.01%
1,079
850
$11K ﹤0.01%
500
32 33
34
35 36