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
$840M
AUM Growth
-$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,426
New
Increased
Reduced
Closed

Top Buys

1
+$5.66M
2
+$4.4M
3
+$4.16M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$2.98M
5
ACN icon
Accenture
ACN
+$2.7M

Top Sells

1
+$4.62M
2
+$4.16M
3
+$3.43M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$2.4M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$2.34M

Sector Composition

1 Technology 6.83%
2 Financials 3.73%
3 Consumer Discretionary 2.76%
4 Healthcare 2.73%
5 Industrials 2.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1051
$7K ﹤0.01%
200
1052
$7K ﹤0.01%
230
1053
$7K ﹤0.01%
+3,300
1054
$7K ﹤0.01%
293
1055
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55
1056
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122
+1
1057
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129
1058
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138
1059
$7K ﹤0.01%
52
-2
1060
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73
1061
$7K ﹤0.01%
+470
1062
$7K ﹤0.01%
350
1063
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202
1064
$7K ﹤0.01%
291
-70
1065
$7K ﹤0.01%
547
1066
$7K ﹤0.01%
263
1067
$7K ﹤0.01%
500
1068
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105
1069
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142
1070
$7K ﹤0.01%
258
-5
1071
$7K ﹤0.01%
232
1072
$7K ﹤0.01%
295
1073
$7K ﹤0.01%
100
1074
$7K ﹤0.01%
71
1075
$7K ﹤0.01%
145
41 42
43
44 45