TWM

Tradition Wealth Management Portfolio holdings

AUM $1.39B
1-Year Est. Return 18.79%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$668M
AUM Growth
+$90.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,202
New
Increased
Reduced
Closed

Top Buys

1
+$8.81M
2
+$5.6M
3
+$5.12M
4
KAPR icon
Innovator US Small Cap Power Buffer ETF April
KAPR
+$4.95M
5
NAPR icon
Innovator Growth-100 Power Buffer ETF April
NAPR
+$4.82M

Top Sells

1
+$6.35M
2
+$5.94M
3
+$5.32M
4
EJAN icon
Innovator Emerging Markets Power Buffer ETF January
EJAN
+$4.69M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$3.78M

Sector Composition

1 Technology 5%
2 Financials 4.2%
3 Consumer Discretionary 3.02%
4 Industrials 2.8%
5 Healthcare 2.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$12K ﹤0.01%
210
877
$12K ﹤0.01%
100
878
$12K ﹤0.01%
198
879
$12K ﹤0.01%
260
880
$12K ﹤0.01%
1,000
881
$12K ﹤0.01%
+60
882
$12K ﹤0.01%
+100
883
$12K ﹤0.01%
334
884
$12K ﹤0.01%
340
+15
885
$12K ﹤0.01%
312
886
$12K ﹤0.01%
+692
887
$12K ﹤0.01%
100
888
$12K ﹤0.01%
2,500
-2,000
889
$12K ﹤0.01%
+1,000
890
$12K ﹤0.01%
+250
891
$11K ﹤0.01%
+1,000
892
$11K ﹤0.01%
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894
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895
$11K ﹤0.01%
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-18
896
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$11K ﹤0.01%
98
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$11K ﹤0.01%
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899
$11K ﹤0.01%
235
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900
$11K ﹤0.01%
+500
34 35
36
37 38