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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
$795M
AUM Growth
+$92.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,250
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$8.5M
3
+$5.23M
4
SPEM icon
State Street SPDR Portfolio Emerging Markets ETF
SPEM
+$3.66M
5
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$3.14M

Top Sells

1
+$6.06M
2
+$5.23M
3
+$4.54M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$3.88M
5
PMAY icon
Innovator US Equity Power Buffer ETF May
PMAY
+$2.6M

Sector Composition

1 Technology 5.14%
2 Financials 4.1%
3 Consumer Discretionary 3.62%
4 Healthcare 2.45%
5 Industrials 2.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$7K ﹤0.01%
58
952
$7K ﹤0.01%
+119
953
$7K ﹤0.01%
59
954
$7K ﹤0.01%
150
955
$7K ﹤0.01%
500
956
$7K ﹤0.01%
+384
957
$7K ﹤0.01%
40
+4
958
$7K ﹤0.01%
157
959
$7K ﹤0.01%
58
-133
960
$7K ﹤0.01%
615
961
$7K ﹤0.01%
160
962
$7K ﹤0.01%
38
-199
963
$7K ﹤0.01%
+250
964
$7K ﹤0.01%
+187
965
$7K ﹤0.01%
500
966
$7K ﹤0.01%
126
967
$7K ﹤0.01%
5,148
968
$7K ﹤0.01%
250
969
$7K ﹤0.01%
200
970
$6K ﹤0.01%
100
971
$6K ﹤0.01%
50
972
$6K ﹤0.01%
143
-100
973
$6K ﹤0.01%
+200
974
$6K ﹤0.01%
104
975
$6K ﹤0.01%
137
37 38
39
40 41