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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
1001
$3K ﹤0.01%
40
1002
$3K ﹤0.01%
+94
1003
$3K ﹤0.01%
110
1004
$3K ﹤0.01%
44
1005
$3K ﹤0.01%
10
1006
$3K ﹤0.01%
+20
1007
$3K ﹤0.01%
81
1008
$3K ﹤0.01%
+48
1009
$3K ﹤0.01%
2,000
1010
$3K ﹤0.01%
6
1011
$3K ﹤0.01%
7
1012
$3K ﹤0.01%
118
1013
$3K ﹤0.01%
48
1014
$3K ﹤0.01%
100
1015
$3K ﹤0.01%
11
1016
$3K ﹤0.01%
400
1017
$3K ﹤0.01%
400
1018
$3K ﹤0.01%
+25
1019
$3K ﹤0.01%
406
+160
1020
$3K ﹤0.01%
300
1021
$3K ﹤0.01%
24
1022
$3K ﹤0.01%
262
+50
1023
$3K ﹤0.01%
28
1024
$3K ﹤0.01%
30
1025
$3K ﹤0.01%
105
39 40
41
42 43