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
$578M
AUM Growth
+$62.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,200
New
Increased
Reduced
Closed

Top Buys

1
+$5.18M
2
+$4.84M
3
+$4.67M
4
UDEC
Innovator US Equity Ultra Buffer ETF December
UDEC
+$4.47M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$3.98M

Top Sells

1
+$4.99M
2
+$4.65M
3
+$3.64M
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$3.2M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.95M

Sector Composition

1 Technology 4.17%
2 Financials 3.85%
3 Industrials 2.92%
4 Consumer Discretionary 2.67%
5 Healthcare 2.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
– –
-130
952
– –
-66
953
– –
-325
954
– –
-5
955
– –
-100
956
– –
-267
957
– –
-39
958
– –
-50
959
– –
-66
960
– –
-45
961
– –
-3
962
– –
-50
963
– –
-40
964
– –
-8
965
– –
-35
966
– –
-70
967
– –
0
968
– –
-2
969
– –
-5,000
970
– –
-30
971
– –
-63
972
– –
0
973
– –
0
974
– –
-4
975
– –
-8
37 38
39
40 41