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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
$1.35B
AUM Growth
+$100M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
510
New
Increased
Reduced
Closed

Top Buys

1
+$8.1M
2
+$7.98M
3
+$6.83M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$5.36M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$3.83M

Top Sells

1
+$5.88M
2
+$5.48M
3
+$5.11M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$4.29M
5
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$3.89M

Sector Composition

1 Technology 9.33%
2 Financials 3.85%
3 Consumer Discretionary 2.5%
4 Healthcare 1.75%
5 Industrials 1.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.2M 0.31%
90,107
-4,537
77
$4.2M 0.31%
143,931
-558
78
$4.13M 0.31%
88,435
-35,494
79
$4.07M 0.3%
61,809
-14,290
80
$4.02M 0.3%
6,038
-36
81
$4.01M 0.3%
5,460
+1,185
82
$3.74M 0.28%
11,678
-11
83
$3.7M 0.27%
15,175
+1,699
84
$3.64M 0.27%
36,298
-5,698
85
$3.52M 0.26%
38,525
+126
86
$3.42M 0.25%
+45,225
87
$3.41M 0.25%
24,734
+24
88
$3.32M 0.25%
71,742
+7,032
89
$3.22M 0.24%
81,375
-16,886
90
$3.08M 0.23%
33,032
+3,128
91
$3.03M 0.22%
88,708
+50,534
92
$3.01M 0.22%
100,199
-342
93
$2.99M 0.22%
113,347
+31,898
94
$2.98M 0.22%
33,594
-161
95
$2.89M 0.21%
77,180
-2,446
96
$2.85M 0.21%
59,924
-8,361
97
$2.83M 0.21%
33,804
+4,193
98
$2.82M 0.21%
98,199
+17,015
99
$2.79M 0.21%
73,733
-4,463
100
$2.78M 0.21%
3,000
+21
2 3
4
5 6