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
$668M
AUM Growth
+$90.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,202
New
Increased
Reduced
Closed

Top Buys

1
+$8.89M
2
+$5.68M
3
+$5.39M
4
KAPR icon
Innovator US Small Cap Power Buffer ETF April
KAPR
+$5.02M
5
NAPR icon
Innovator Growth-100 Power Buffer ETF April
NAPR
+$4.92M

Top Sells

1
+$6.9M
2
+$6.39M
3
+$5.32M
4
EJAN icon
Innovator Emerging Markets Power Buffer ETF January
EJAN
+$4.73M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$3.85M

Sector Composition

1 Technology 5.01%
2 Financials 4.2%
3 Consumer Discretionary 3.02%
4 Industrials 2.81%
5 Healthcare 2.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$12K ﹤0.01%
+338
877
$12K ﹤0.01%
+2,000
878
$12K ﹤0.01%
+8,291
879
$12K ﹤0.01%
198
880
$12K ﹤0.01%
260
881
$12K ﹤0.01%
1,000
882
$12K ﹤0.01%
+60
883
$12K ﹤0.01%
+100
884
$12K ﹤0.01%
1,670
885
$12K ﹤0.01%
340
+15
886
$12K ﹤0.01%
312
887
$12K ﹤0.01%
+692
888
$12K ﹤0.01%
100
889
$12K ﹤0.01%
210
890
$12K ﹤0.01%
100
891
$12K ﹤0.01%
2,500
-2,000
892
$12K ﹤0.01%
+1,000
893
$12K ﹤0.01%
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894
$11K ﹤0.01%
+1,079
895
$11K ﹤0.01%
132
896
$11K ﹤0.01%
369
-18
897
$11K ﹤0.01%
+338
898
$11K ﹤0.01%
98
+1
899
$11K ﹤0.01%
+70
900
$11K ﹤0.01%
235
+2
34 35
36
37 38