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
$956M
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,410
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$9.49M
3
+$7.67M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$5.63M
5
SAA icon
ProShares Ulta SmallCap600
SAA
+$5.23M

Top Sells

1
+$15.5M
2
+$9.36M
3
+$4.99M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.56M
5
TIPX icon
State Street SPDR Bloomberg 1-10 Year TIPS ETF
TIPX
+$3.23M

Sector Composition

1 Technology 7.11%
2 Financials 3.8%
3 Consumer Discretionary 2.73%
4 Healthcare 2.48%
5 Industrials 2.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$17K ﹤0.01%
+550
852
$17K ﹤0.01%
73
-1
853
$17K ﹤0.01%
548
-21
854
$17K ﹤0.01%
130
855
$17K ﹤0.01%
756
+502
856
$17K ﹤0.01%
637
-150
857
$17K ﹤0.01%
575
+25
858
$17K ﹤0.01%
164
859
$17K ﹤0.01%
1,200
+200
860
$17K ﹤0.01%
489
861
$17K ﹤0.01%
721
862
$17K ﹤0.01%
656
+11
863
$16K ﹤0.01%
1,406
864
$16K ﹤0.01%
135
+100
865
$16K ﹤0.01%
260
866
$16K ﹤0.01%
262
867
$16K ﹤0.01%
957
-400
868
$16K ﹤0.01%
34
869
$16K ﹤0.01%
293
+2
870
$16K ﹤0.01%
831
871
$16K ﹤0.01%
28
-1
872
$16K ﹤0.01%
2,339
873
$16K ﹤0.01%
654
874
$16K ﹤0.01%
1,584
+500
875
$16K ﹤0.01%
195
33 34
35
36 37