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
$689M
AUM Growth
-$95.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,187
New
Increased
Reduced
Closed

Top Buys

1
+$17.9M
2
+$10.5M
3
+$9.74M
4
UMAY icon
Innovator US Equity Ultra Buffer ETF May
UMAY
+$9.55M
5
SPYC icon
Simplify US Equity PLUS Convexity ETF
SPYC
+$7.38M

Top Sells

1
+$19.8M
2
+$14.5M
3
+$12.7M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$10.9M
5
SPD icon
Simplify US Equity PLUS Downside Convexity ETF
SPD
+$7.78M

Sector Composition

1 Technology 4.17%
2 Financials 3.91%
3 Consumer Discretionary 2.86%
4 Healthcare 2.62%
5 Industrials 1.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$7K ﹤0.01%
253
+1
877
$7K ﹤0.01%
272
+3
878
$7K ﹤0.01%
+75
879
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52
880
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120
881
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882
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500
883
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884
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885
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138
886
$7K ﹤0.01%
131
887
$7K ﹤0.01%
2,500
888
$6K ﹤0.01%
61
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889
$6K ﹤0.01%
62
890
$6K ﹤0.01%
+52
891
$6K ﹤0.01%
308
892
$6K ﹤0.01%
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$6K ﹤0.01%
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895
$6K ﹤0.01%
126
896
$6K ﹤0.01%
500
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$6K ﹤0.01%
126
898
$6K ﹤0.01%
390
899
$6K ﹤0.01%
94
+1
900
$6K ﹤0.01%
60
34 35
36
37 38