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
$840M
AUM Growth
-$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,426
New
Increased
Reduced
Closed

Top Buys

1
+$5.66M
2
+$4.4M
3
+$4.16M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$2.98M
5
ACN icon
Accenture
ACN
+$2.7M

Top Sells

1
+$4.62M
2
+$4.16M
3
+$3.43M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$2.4M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$2.34M

Sector Composition

1 Technology 6.83%
2 Financials 3.73%
3 Consumer Discretionary 2.76%
4 Healthcare 2.73%
5 Industrials 2.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$16K ﹤0.01%
177
+1
877
$16K ﹤0.01%
107
-24
878
$16K ﹤0.01%
300
879
$16K ﹤0.01%
33
880
$16K ﹤0.01%
1,500
-250
881
$16K ﹤0.01%
195
882
$16K ﹤0.01%
400
883
$16K ﹤0.01%
105
884
$16K ﹤0.01%
645
+11
885
$16K ﹤0.01%
3,270
886
$16K ﹤0.01%
3,527
887
$15K ﹤0.01%
600
888
$15K ﹤0.01%
318
889
$15K ﹤0.01%
4,217
890
$15K ﹤0.01%
230
891
$15K ﹤0.01%
74
+1
892
$15K ﹤0.01%
+262
893
$15K ﹤0.01%
365
894
$15K ﹤0.01%
550
+6
895
$15K ﹤0.01%
29
+1
896
$15K ﹤0.01%
+164
897
$15K ﹤0.01%
528
-200
898
$15K ﹤0.01%
489
899
$15K ﹤0.01%
76
900
$15K ﹤0.01%
840
34 35
36
37 38