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

Top Buys

1
+$16.9M
2
+$8.85M
3
+$5.41M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$3.55M
5
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$3.17M

Top Sells

1
+$6.25M
2
+$4.73M
3
+$4.35M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$3.97M
5
PMAY icon
Innovator US Equity Power Buffer ETF May
PMAY
+$2.57M

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%
2,289
852
$12K ﹤0.01%
100
853
$12K ﹤0.01%
740
854
$12K ﹤0.01%
25
855
$12K ﹤0.01%
52
-48
856
$12K ﹤0.01%
258
857
$12K ﹤0.01%
75
858
$12K ﹤0.01%
1,300
859
$12K ﹤0.01%
1,000
860
$11K ﹤0.01%
+150
861
$11K ﹤0.01%
+185
862
$11K ﹤0.01%
95
-147
863
$11K ﹤0.01%
335
-370
864
$11K ﹤0.01%
133
865
$11K ﹤0.01%
99
+1
866
$11K ﹤0.01%
240
+3
867
$11K ﹤0.01%
192
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$11K ﹤0.01%
122
+1
869
$11K ﹤0.01%
500
870
$11K ﹤0.01%
111
871
$11K ﹤0.01%
252
+2
872
$11K ﹤0.01%
30
873
$11K ﹤0.01%
150
874
$11K ﹤0.01%
+38
875
$11K ﹤0.01%
55
+3
33 34
35
36 37