TWM

Tradition Wealth Management Portfolio holdings

AUM $1.35B
1-Year Est. Return 17.61%
This Quarter Est. Return
1 Year Est. Return
+17.61%
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
+$16.9M
2
+$8.85M
3
+$5.41M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$3.55M
5
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$3.17M

Top Sells

1
+$6.25M
2
+$4.73M
3
+$4.35M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$3.97M
5
PMAY icon
Innovator US Equity Power Buffer ETF May
PMAY
+$2.57M

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%
100
1052
$4K ﹤0.01%
6
1053
$4K ﹤0.01%
+200
1054
$4K ﹤0.01%
183
+13
1055
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250
1056
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117
+1
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10
-5
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50
1059
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64
1060
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400
1061
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67
-1
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129
-112
1063
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190
1064
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7
1065
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40
1066
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50
1067
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1068
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+300
1069
$4K ﹤0.01%
75
-5
1070
$4K ﹤0.01%
28
-66
1071
$4K ﹤0.01%
+30
1072
$4K ﹤0.01%
621
1073
$4K ﹤0.01%
19
1074
$4K ﹤0.01%
82
+2
1075
$4K ﹤0.01%
22
41 42
43
44 45