We are live on ! Find out more
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
$988M
AUM Growth
+$32.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,308
New
Increased
Reduced
Closed

Top Buys

1
+$24M
2
+$16M
3
+$13.3M
4
UAPR icon
Innovator US Equity Ultra Buffer ETF April
UAPR
+$8.14M
5
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$7.14M

Top Sells

1
+$29.2M
2
+$23.9M
3
+$8.77M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$8.71M
5
NJUL icon
Innovator Growth-100 Power Buffer ETF July
NJUL
+$6.82M

Sector Composition

1 Technology 7.42%
2 Financials 3.5%
3 Consumer Discretionary 2.6%
4 Healthcare 2.27%
5 Industrials 1.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1051
– –
-735
1052
– –
-863
1053
– –
-3,037
1054
– –
-413
1055
– –
-903
1056
– –
-118
1057
– –
-63
1058
– –
-772
1059
– –
-1,408
1060
– –
-146
1061
– –
-204
1062
– –
-1,323
1063
– –
-1,911
1064
– –
-100
1065
– –
-239
1066
– –
-2,000
1067
– –
-74
1068
– –
-616
1069
– –
-451
1070
– –
-505
1071
– –
-879
1072
– –
-260
1073
– –
-25
1074
– –
-430
1075
– –
-203
41 42
43
44 45