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
$703M
AUM Growth
+$34.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,241
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$10.6M
3
+$9.52M
4
UMAY icon
Innovator US Equity Ultra Buffer ETF May
UMAY
+$9.17M
5
NJUL icon
Innovator Growth-100 Power Buffer ETF July
NJUL
+$8.51M

Top Sells

1
+$8.92M
2
+$7.67M
3
+$6.23M
4
KOCT icon
Innovator US Small Cap Power Buffer ETF October
KOCT
+$6.01M
5
PAPR icon
Innovator US Equity Power Buffer ETF April
PAPR
+$5.95M

Sector Composition

1 Technology 4.85%
2 Financials 4.33%
3 Consumer Discretionary 2.66%
4 Healthcare 2.5%
5 Industrials 2.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1076
$3K ﹤0.01%
+52
1077
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89
1078
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1
1079
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+30
1080
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75
1081
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1083
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1084
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1085
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1086
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1087
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1089
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134
+1
1090
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+250
1091
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1,000
-159
1092
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1093
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1094
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1095
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1096
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40
1097
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57
1098
$3K ﹤0.01%
40
1099
$3K ﹤0.01%
3,405
1100
$3K ﹤0.01%
8
42 43
44
45 46