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
901
$15K ﹤0.01%
1,000
902
$15K ﹤0.01%
700
903
$15K ﹤0.01%
605
-100
904
$14K ﹤0.01%
146
905
$14K ﹤0.01%
50
-13
906
$14K ﹤0.01%
154
+83
907
$14K ﹤0.01%
800
908
$14K ﹤0.01%
291
909
$14K ﹤0.01%
831
910
$14K ﹤0.01%
1,092
+32
911
$14K ﹤0.01%
96
-35
912
$14K ﹤0.01%
513
913
$14K ﹤0.01%
515
914
$14K ﹤0.01%
+184
915
$14K ﹤0.01%
721
916
$14K ﹤0.01%
1,852
+25
917
$13K ﹤0.01%
564
+3
918
$13K ﹤0.01%
1,032
919
$13K ﹤0.01%
7,136
920
$13K ﹤0.01%
+442
921
$13K ﹤0.01%
500
922
$13K ﹤0.01%
250
-23
923
$13K ﹤0.01%
2,000
924
$13K ﹤0.01%
291
925
$13K ﹤0.01%
380
35 36
37
38 39