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
$703M
AUM Growth
+$34.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,244
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$10.9M
3
+$10.2M
4
UMAY icon
Innovator US Equity Ultra Buffer ETF May
UMAY
+$10M
5
PMAY icon
Innovator US Equity Power Buffer ETF May
PMAY
+$9.54M

Top Sells

1
+$8.92M
2
+$7.89M
3
+$6.23M
4
KOCT icon
Innovator US Small Cap Power Buffer ETF October
KOCT
+$6.01M
5
PAPR icon
Innovator US Equity Power Buffer ETF April
PAPR
+$5.95M

Sector Composition

1 Technology 4.85%
2 Financials 4.33%
3 Consumer Discretionary 2.66%
4 Healthcare 2.51%
5 Industrials 2.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
901
$9K ﹤0.01%
400
+200
902
$9K ﹤0.01%
24
903
– –
0
904
$9K ﹤0.01%
+45
905
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61
906
$8K ﹤0.01%
+630
907
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248
+2
908
$8K ﹤0.01%
57
909
$8K ﹤0.01%
269
910
$8K ﹤0.01%
308
911
$8K ﹤0.01%
2,000
912
$8K ﹤0.01%
350
+6
913
$8K ﹤0.01%
+172
914
$8K ﹤0.01%
33
915
$8K ﹤0.01%
55
916
$8K ﹤0.01%
102
917
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217
+1
918
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39
919
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135
920
$8K ﹤0.01%
610
+7
921
$8K ﹤0.01%
131
922
$8K ﹤0.01%
653
923
$8K ﹤0.01%
33
924
$8K ﹤0.01%
808
925
$8K ﹤0.01%
188
35 36
37
38 39