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
$804M
AUM Growth
+$95.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,328
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$6.35M
3
+$5.66M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$4.71M
5
FTCS icon
First Trust Capital Strength ETF
FTCS
+$4.16M

Top Sells

1
+$8.91M
2
+$4.04M
3
+$3.53M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$2.45M
5
IYK icon
iShares US Consumer Staples ETF
IYK
+$2.26M

Sector Composition

1 Technology 5.87%
2 Financials 3.86%
3 Consumer Discretionary 2.82%
4 Healthcare 2.76%
5 Industrials 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$14K ﹤0.01%
348
+19
877
$14K ﹤0.01%
102
-1
878
$14K ﹤0.01%
130
879
$14K ﹤0.01%
506
+4
880
$14K ﹤0.01%
27
881
$14K ﹤0.01%
285
882
$14K ﹤0.01%
318
+118
883
$14K ﹤0.01%
+398
884
$14K ﹤0.01%
513
885
$14K ﹤0.01%
32
+5
886
$14K ﹤0.01%
76
+1
887
$14K ﹤0.01%
239
+190
888
$14K ﹤0.01%
228
+37
889
$14K ﹤0.01%
721
890
$14K ﹤0.01%
623
+11
891
$14K ﹤0.01%
1,795
+35
892
$14K ﹤0.01%
643
+200
893
$13K ﹤0.01%
1,483
+29
894
$13K ﹤0.01%
419
895
$13K ﹤0.01%
557
+3
896
$13K ﹤0.01%
1,219
897
$13K ﹤0.01%
147
+1
898
$13K ﹤0.01%
413
899
$13K ﹤0.01%
1,408
900
$13K ﹤0.01%
60
34 35
36
37 38