TWM

Tradition Wealth Management Portfolio holdings

AUM $1.39B
1-Year Est. Return 18.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.78%
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
851
$11K ﹤0.01%
98
852
$11K ﹤0.01%
500
-200
853
$11K ﹤0.01%
237
+2
854
$11K ﹤0.01%
45
855
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856
$11K ﹤0.01%
500
857
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1,000
858
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859
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100
860
$11K ﹤0.01%
340
861
$11K ﹤0.01%
+25
862
$11K ﹤0.01%
94
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863
$11K ﹤0.01%
71
864
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258
865
$11K ﹤0.01%
441
866
$11K ﹤0.01%
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869
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$10K ﹤0.01%
85
871
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1,000
-500
872
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96
873
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288
874
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+708
875
$10K ﹤0.01%
121
+1
33 34
35
36 37