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

Top Buys

1
+$19.2M
2
+$11.1M
3
+$10M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$8.3M
5
SPYC icon
Simplify US Equity PLUS Convexity ETF
SPYC
+$8.08M

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 3.9%
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%
120
877
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250
878
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500
879
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135
880
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180
-100
881
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138
882
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131
883
$7K ﹤0.01%
2,500
884
$6K ﹤0.01%
61
+11
885
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62
886
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+52
887
$6K ﹤0.01%
308
888
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85
889
$6K ﹤0.01%
192
890
$6K ﹤0.01%
2,000
891
$6K ﹤0.01%
126
892
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500
893
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895
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60
897
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150
898
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223
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899
$6K ﹤0.01%
300
900
$6K ﹤0.01%
105
+2
34 35
36
37 38