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TWM

Tradition Wealth Management Portfolio holdings

AUM $1.41B
1-Year Est. Return 19.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.71%
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
+$12.1M
2
+$6.29M
3
+$5.07M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$4.68M
5
FTCS icon
First Trust Capital Strength ETF
FTCS
+$4.2M

Top Sells

1
+$8.79M
2
+$3.56M
3
+$2.45M
4
IYK icon
iShares US Consumer Staples ETF
IYK
+$2.18M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$2.03M

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%
27
877
$14K ﹤0.01%
285
878
$14K ﹤0.01%
318
+118
879
$14K ﹤0.01%
+398
880
$14K ﹤0.01%
513
881
$14K ﹤0.01%
32
+5
882
$14K ﹤0.01%
76
+1
883
$14K ﹤0.01%
239
+190
884
$14K ﹤0.01%
228
+37
885
$14K ﹤0.01%
721
886
$14K ﹤0.01%
623
+11
887
$14K ﹤0.01%
700
888
$14K ﹤0.01%
1,795
+35
889
$14K ﹤0.01%
643
+200
890
$13K ﹤0.01%
1,483
+29
891
$13K ﹤0.01%
419
892
$13K ﹤0.01%
557
+3
893
$13K ﹤0.01%
1,219
894
$13K ﹤0.01%
147
+1
895
$13K ﹤0.01%
413
896
$13K ﹤0.01%
1,408
897
$13K ﹤0.01%
+132
898
$13K ﹤0.01%
+137
899
$13K ﹤0.01%
170
+1
900
$13K ﹤0.01%
2,339
+727
34 35
36
37 38