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
$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%
+50
977
$7K ﹤0.01%
+500
978
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+2
979
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980
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981
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982
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983
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+1,200
984
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985
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+105
986
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+400
987
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988
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+70
989
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+849
990
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+300
991
$7K ﹤0.01%
265
-10,975
992
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993
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+80
994
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+80
995
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+200
996
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+138
997
$7K ﹤0.01%
+138
998
$7K ﹤0.01%
+48
999
$7K ﹤0.01%
+91
1000
$7K ﹤0.01%
+340
38 39
40
41 42