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
$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
1076
$4K ﹤0.01%
15
+2
1077
$4K ﹤0.01%
1,000
1078
$4K ﹤0.01%
300
1079
$4K ﹤0.01%
8
1080
$4K ﹤0.01%
+112
1081
$3K ﹤0.01%
7
1082
$3K ﹤0.01%
52
1083
$3K ﹤0.01%
89
1084
$3K ﹤0.01%
1
1085
$3K ﹤0.01%
+50
1086
$3K ﹤0.01%
30
1087
$3K ﹤0.01%
+39
1088
$3K ﹤0.01%
829
1089
$3K ﹤0.01%
+49
1090
$3K ﹤0.01%
50
1091
$3K ﹤0.01%
+168
1092
$3K ﹤0.01%
+34
1093
$3K ﹤0.01%
+105
1094
$3K ﹤0.01%
27
1095
$3K ﹤0.01%
+11
1096
$3K ﹤0.01%
+160
1097
$3K ﹤0.01%
+11
1098
$3K ﹤0.01%
105
-336
1099
$3K ﹤0.01%
64
1100
$3K ﹤0.01%
+29
42 43
44
45 46