TWM

Tradition Wealth Management Portfolio holdings

AUM $1.39B
1-Year Est. Return 18.79%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$668M
AUM Growth
+$90.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,202
New
Increased
Reduced
Closed

Top Buys

1
+$8.81M
2
+$5.6M
3
+$5.12M
4
KAPR icon
Innovator US Small Cap Power Buffer ETF April
KAPR
+$4.95M
5
NAPR icon
Innovator Growth-100 Power Buffer ETF April
NAPR
+$4.82M

Top Sells

1
+$6.35M
2
+$5.94M
3
+$5.32M
4
EJAN icon
Innovator Emerging Markets Power Buffer ETF January
EJAN
+$4.69M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$3.78M

Sector Composition

1 Technology 5%
2 Financials 4.2%
3 Consumer Discretionary 3.02%
4 Industrials 2.8%
5 Healthcare 2.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
$7K ﹤0.01%
+59
977
$7K ﹤0.01%
+36
978
$7K ﹤0.01%
+301
979
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+176
980
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+50
981
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+500
982
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983
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984
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985
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+1,200
986
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+126
987
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+105
988
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+400
989
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+252
990
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+70
991
$7K ﹤0.01%
+849
992
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+300
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265
-10,975
994
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+253
995
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+80
996
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+80
997
$7K ﹤0.01%
+200
998
$7K ﹤0.01%
+138
999
$7K ﹤0.01%
+138
1000
$7K ﹤0.01%
+48
38 39
40
41 42