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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
$795M
AUM Growth
+$92.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,250
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$8.5M
3
+$5.23M
4
SPEM icon
State Street SPDR Portfolio Emerging Markets ETF
SPEM
+$3.66M
5
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$3.14M

Top Sells

1
+$6.06M
2
+$5.23M
3
+$4.54M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$3.88M
5
PMAY icon
Innovator US Equity Power Buffer ETF May
PMAY
+$2.6M

Sector Composition

1 Technology 5.14%
2 Financials 4.1%
3 Consumer Discretionary 3.62%
4 Healthcare 2.45%
5 Industrials 2.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$12K ﹤0.01%
75
852
$12K ﹤0.01%
1,300
853
$12K ﹤0.01%
1,000
854
$12K ﹤0.01%
+653
855
$12K ﹤0.01%
1,000
856
$11K ﹤0.01%
133
857
$11K ﹤0.01%
99
+1
858
$11K ﹤0.01%
240
+3
859
$11K ﹤0.01%
192
860
$11K ﹤0.01%
122
+1
861
$11K ﹤0.01%
500
862
$11K ﹤0.01%
111
863
$11K ﹤0.01%
252
+2
864
$11K ﹤0.01%
30
865
$11K ﹤0.01%
150
866
$11K ﹤0.01%
+38
867
$11K ﹤0.01%
76
-74
868
$11K ﹤0.01%
152
869
$11K ﹤0.01%
71
870
$11K ﹤0.01%
692
871
$11K ﹤0.01%
60
872
$11K ﹤0.01%
607
873
$11K ﹤0.01%
6,508
874
$11K ﹤0.01%
808
875
$11K ﹤0.01%
239
+51
33 34
35
36 37