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
826
$18K ﹤0.01%
764
-289
827
$18K ﹤0.01%
365
828
$18K ﹤0.01%
183
+1
829
$18K ﹤0.01%
549
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830
$18K ﹤0.01%
176
+112
831
$18K ﹤0.01%
372
+1
832
$18K ﹤0.01%
608
-70
833
$18K ﹤0.01%
405
834
$18K ﹤0.01%
489
835
$18K ﹤0.01%
2,346
836
$18K ﹤0.01%
706
837
$18K ﹤0.01%
553
+36
838
$18K ﹤0.01%
545
+10
839
$17K ﹤0.01%
705
-995
840
$17K ﹤0.01%
106
-1
841
$17K ﹤0.01%
36
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842
$17K ﹤0.01%
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843
$17K ﹤0.01%
90
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844
$17K ﹤0.01%
3,270
845
$17K ﹤0.01%
2,048
+1,029
846
$17K ﹤0.01%
262
+24
847
$17K ﹤0.01%
311
+1
848
$17K ﹤0.01%
434
849
$16K ﹤0.01%
474
850
$16K ﹤0.01%
294
+28
32 33
34
35 36