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
826
$19K ﹤0.01%
1,816
+54
827
$19K ﹤0.01%
391
828
$19K ﹤0.01%
680
+444
829
$19K ﹤0.01%
700
830
$19K ﹤0.01%
329
831
$19K ﹤0.01%
2,339
832
$19K ﹤0.01%
93
+1
833
$19K ﹤0.01%
1,080
834
$19K ﹤0.01%
405
835
$19K ﹤0.01%
748
836
$19K ﹤0.01%
685
837
$19K ﹤0.01%
+360
838
$18K ﹤0.01%
107
+3
839
$18K ﹤0.01%
2,015
+15
840
$18K ﹤0.01%
5,600
+600
841
$18K ﹤0.01%
300
+2
842
$18K ﹤0.01%
1,801
843
$18K ﹤0.01%
3,260
844
$18K ﹤0.01%
607
-24
845
$18K ﹤0.01%
303
846
$18K ﹤0.01%
253
-14
847
$18K ﹤0.01%
181
-9,360
848
$18K ﹤0.01%
3,500
-4,500
849
$18K ﹤0.01%
530
-11
850
$17K ﹤0.01%
1,798
+692
32 33
34
35 36