We are live on ! Find out more
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
$988M
AUM Growth
+$32.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,308
New
Increased
Reduced
Closed

Top Buys

1
+$24M
2
+$16M
3
+$13.3M
4
UAPR icon
Innovator US Equity Ultra Buffer ETF April
UAPR
+$8.14M
5
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$7.14M

Top Sells

1
+$29.2M
2
+$23.9M
3
+$8.77M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$8.71M
5
NJUL icon
Innovator Growth-100 Power Buffer ETF July
NJUL
+$6.82M

Sector Composition

1 Technology 7.42%
2 Financials 3.5%
3 Consumer Discretionary 2.6%
4 Healthcare 2.27%
5 Industrials 1.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
– –
-850
927
– –
-2,212
928
– –
-7,425
929
– –
-837
930
– –
-50
931
– –
-87
932
– –
-470
933
– –
-1,028
934
– –
-722
935
– –
-3,039
936
– –
-774
937
– –
-135
938
– –
-280
939
– –
-5,648
940
– –
-1,367
941
– –
-957
942
– –
-308
943
– –
-1,732
944
– –
-784
945
– –
-3,000
946
– –
-565
947
– –
-1,484
948
– –
-34
949
– –
-3,700
950
– –
-1,510
36 37
38
39 40