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
926
$13K ﹤0.01%
4,338
927
$13K ﹤0.01%
348
-50
928
$13K ﹤0.01%
1,163
-80
929
$13K ﹤0.01%
338
930
$13K ﹤0.01%
35
931
$13K ﹤0.01%
700
932
$13K ﹤0.01%
102
933
$13K ﹤0.01%
517
934
$12K ﹤0.01%
306
-1,087
935
$12K ﹤0.01%
756
936
$12K ﹤0.01%
726
937
$12K ﹤0.01%
+118
938
$12K ﹤0.01%
260
939
$12K ﹤0.01%
485
940
$12K ﹤0.01%
1,408
941
$12K ﹤0.01%
320
942
$12K ﹤0.01%
574
943
$12K ﹤0.01%
28
944
$12K ﹤0.01%
151
+100
945
$12K ﹤0.01%
671
946
$12K ﹤0.01%
172
+1
947
$12K ﹤0.01%
360
948
$12K ﹤0.01%
+1,000
949
$12K ﹤0.01%
1,046
950
$12K ﹤0.01%
320
36 37
38
39 40