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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
1051
$4K ﹤0.01%
50
1052
$4K ﹤0.01%
129
-112
1053
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190
1054
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7
1055
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1056
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1057
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1058
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-5
1059
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28
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19
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82
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1063
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1,000
1064
$4K ﹤0.01%
300
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$4K ﹤0.01%
8
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+410
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64
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400
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68
-1
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$4K ﹤0.01%
+300
1071
$4K ﹤0.01%
+30
1072
$4K ﹤0.01%
22
1073
$4K ﹤0.01%
135
+1
1074
$4K ﹤0.01%
340
1075
$4K ﹤0.01%
15
+2
41 42
43
44 45