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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
$689M
AUM Growth
-$95.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,187
New
Increased
Reduced
Closed

Top Buys

1
+$19.2M
2
+$11.1M
3
+$10M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$8.3M
5
SPYC icon
Simplify US Equity PLUS Convexity ETF
SPYC
+$8.08M

Top Sells

1
+$19.8M
2
+$14.5M
3
+$12.7M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$10.9M
5
SPD icon
Simplify US Equity PLUS Downside Convexity ETF
SPD
+$7.78M

Sector Composition

1 Technology 4.17%
2 Financials 3.9%
3 Consumer Discretionary 2.86%
4 Healthcare 2.62%
5 Industrials 1.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
$4K ﹤0.01%
200
977
$4K ﹤0.01%
82
978
$4K ﹤0.01%
230
979
$4K ﹤0.01%
+111
980
$4K ﹤0.01%
159
+1
981
$4K ﹤0.01%
138
+1
982
$4K ﹤0.01%
275
-600
983
$4K ﹤0.01%
48
984
$4K ﹤0.01%
20
985
$4K ﹤0.01%
46
986
$4K ﹤0.01%
5,148
987
$4K ﹤0.01%
1,000
988
$4K ﹤0.01%
37
989
$4K ﹤0.01%
19
990
$4K ﹤0.01%
+1
991
$3K ﹤0.01%
150
992
$3K ﹤0.01%
50
993
$3K ﹤0.01%
26
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$3K ﹤0.01%
112
995
$3K ﹤0.01%
75
-518
996
$3K ﹤0.01%
250
997
$3K ﹤0.01%
148
998
$3K ﹤0.01%
350
999
$3K ﹤0.01%
90
-100
1000
$3K ﹤0.01%
300
-2,625
38 39
40
41 42