TWM

Tradition Wealth Management Portfolio holdings

AUM $1.39B
1-Year Est. Return 18.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.78%
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
+$5.96M
2
+$4.5M
3
+$4.23M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$3.1M
5
ACN icon
Accenture
ACN
+$2.77M

Top Sells

1
+$5.12M
2
+$4.33M
3
+$3.52M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$2.45M
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
951
$12K ﹤0.01%
404
952
$12K ﹤0.01%
574
953
$11K ﹤0.01%
412
-7
954
$11K ﹤0.01%
1,010
955
$11K ﹤0.01%
344
956
$11K ﹤0.01%
559
957
$11K ﹤0.01%
1,346
-339
958
$11K ﹤0.01%
383
959
$11K ﹤0.01%
169
+6
960
$11K ﹤0.01%
1,235
+60
961
$11K ﹤0.01%
300
+100
962
$11K ﹤0.01%
107
-23
963
$11K ﹤0.01%
56
964
$11K ﹤0.01%
272
965
$11K ﹤0.01%
582
-5
966
$11K ﹤0.01%
75
967
$11K ﹤0.01%
27
-1
968
$11K ﹤0.01%
1,247
969
$11K ﹤0.01%
42
970
$11K ﹤0.01%
643
971
$10K ﹤0.01%
3,158
-200
972
$10K ﹤0.01%
93
973
$10K ﹤0.01%
240
+138
974
$10K ﹤0.01%
324
975
$10K ﹤0.01%
388
+22
37 38
39
40 41