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 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
1026
$7K ﹤0.01%
161
+1
1027
$7K ﹤0.01%
224
1028
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500
1029
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1,634
1030
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34
+2
1031
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+250
1032
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186
1033
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120
+10
1034
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200
1035
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117
+5
1036
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1037
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+1,630
1038
$7K ﹤0.01%
940
+6
1039
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129
1040
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105
+5
1041
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+572
1042
$7K ﹤0.01%
2,500
1043
$7K ﹤0.01%
106
-9
1044
$7K ﹤0.01%
+212
1045
$7K ﹤0.01%
3,550
1046
$7K ﹤0.01%
250
1047
$7K ﹤0.01%
620
1048
$7K ﹤0.01%
547
1049
$7K ﹤0.01%
+683
1050
$7K ﹤0.01%
105