TWM

Tradition Wealth Management Portfolio holdings

AUM $1.25B
1-Year Est. Return 14.78%
This Quarter Est. Return
1 Year Est. Return
+14.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$804M
AUM Growth
+$95.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,328
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$6.35M
3
+$5.66M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$4.71M
5
FTCS icon
First Trust Capital Strength ETF
FTCS
+$4.16M

Top Sells

1
+$8.91M
2
+$4.04M
3
+$3.53M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$2.45M
5
IYK icon
iShares US Consumer Staples ETF
IYK
+$2.26M

Sector Composition

1 Technology 5.87%
2 Financials 3.86%
3 Consumer Discretionary 2.82%
4 Healthcare 2.76%
5 Industrials 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
$9K ﹤0.01%
28
+1
977
$9K ﹤0.01%
117
-7
978
$9K ﹤0.01%
559
979
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309
+5
980
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204
981
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164
982
$9K ﹤0.01%
214
+120
983
$9K ﹤0.01%
1,111
+23
984
$9K ﹤0.01%
200
985
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50
986
$9K ﹤0.01%
214
987
$9K ﹤0.01%
38
988
$9K ﹤0.01%
2,000
989
$9K ﹤0.01%
281
+3
990
$9K ﹤0.01%
54
991
$9K ﹤0.01%
1,000
992
$9K ﹤0.01%
+28
993
$9K ﹤0.01%
152
994
$9K ﹤0.01%
1,216
995
$9K ﹤0.01%
85
996
$9K ﹤0.01%
134
+80
997
$9K ﹤0.01%
+100
998
$9K ﹤0.01%
741
999
$9K ﹤0.01%
+385
1000
$9K ﹤0.01%
500
38 39
40
41 42