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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
976
$6K ﹤0.01%
26
977
$6K ﹤0.01%
67
978
$6K ﹤0.01%
172
979
$6K ﹤0.01%
219
980
$6K ﹤0.01%
70
981
$6K ﹤0.01%
186
982
$6K ﹤0.01%
28
983
$6K ﹤0.01%
67
+1
984
$6K ﹤0.01%
46
985
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30
986
$6K ﹤0.01%
2,000
987
$6K ﹤0.01%
172
-150
988
$6K ﹤0.01%
30
989
$6K ﹤0.01%
200
990
$6K ﹤0.01%
44
991
$6K ﹤0.01%
285
+5
992
$6K ﹤0.01%
72
993
$6K ﹤0.01%
65
994
$6K ﹤0.01%
77
995
$6K ﹤0.01%
79
996
$6K ﹤0.01%
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997
$6K ﹤0.01%
225
+50
998
$6K ﹤0.01%
29
999
$6K ﹤0.01%
271
-21
1000
$6K ﹤0.01%
18,490
38 39
40
41 42