We are live on ! Find out more
TWM

Tradition Wealth Management Portfolio holdings

AUM $1.41B
1-Year Est. Return 19.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$988M
AUM Growth
+$32.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,308
New
Increased
Reduced
Closed

Top Buys

1
+$24M
2
+$16M
3
+$13.3M
4
UAPR icon
Innovator US Equity Ultra Buffer ETF April
UAPR
+$8.14M
5
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$7.14M

Top Sells

1
+$29.2M
2
+$23.9M
3
+$8.77M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$8.71M
5
NJUL icon
Innovator Growth-100 Power Buffer ETF July
NJUL
+$6.82M

Sector Composition

1 Technology 7.42%
2 Financials 3.5%
3 Consumer Discretionary 2.6%
4 Healthcare 2.27%
5 Industrials 1.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
– –
-4,198
827
– –
-1,000
828
– –
-221
829
– –
-888
830
– –
-585
831
– –
-292
832
– –
-108
833
– –
-2,100
834
– –
-288
835
– –
-164
836
– –
-92
837
– –
-2,124
838
– –
-874
839
– –
-574
840
– –
-6,934
841
– –
-258
842
– –
-88
843
– –
-177
844
– –
-380
845
– –
-13
846
– –
-55
847
– –
-817
848
– –
-624
849
– –
-4,338
850
– –
-94
32 33
34
35 36