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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
1026
$5K ﹤0.01%
165
1027
$5K ﹤0.01%
630
1028
$5K ﹤0.01%
99
-6
1029
$5K ﹤0.01%
81
1030
$5K ﹤0.01%
100
-363
1031
$5K ﹤0.01%
25
1032
$5K ﹤0.01%
48
1033
$5K ﹤0.01%
200
1034
$5K ﹤0.01%
82
1035
$5K ﹤0.01%
+20
1036
$4K ﹤0.01%
+112
1037
$4K ﹤0.01%
+13
1038
$4K ﹤0.01%
121
-127
1039
$4K ﹤0.01%
150
1040
$4K ﹤0.01%
+195
1041
$4K ﹤0.01%
+128
1042
$4K ﹤0.01%
78
+1
1043
$4K ﹤0.01%
108
+1
1044
$4K ﹤0.01%
100
1045
$4K ﹤0.01%
6
1046
$4K ﹤0.01%
+200
1047
$4K ﹤0.01%
183
+13
1048
$4K ﹤0.01%
250
1049
$4K ﹤0.01%
117
+1
1050
$4K ﹤0.01%
10
-5
40 41
42
43 44