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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
$795M
AUM Growth
+$92.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,250
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$8.5M
3
+$5.23M
4
SPEM icon
State Street SPDR Portfolio Emerging Markets ETF
SPEM
+$3.66M
5
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$3.14M

Top Sells

1
+$6.06M
2
+$5.23M
3
+$4.54M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$3.88M
5
PMAY icon
Innovator US Equity Power Buffer ETF May
PMAY
+$2.6M

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
1101
$3K ﹤0.01%
+160
1102
$3K ﹤0.01%
+11
1103
$3K ﹤0.01%
105
-336
1104
$3K ﹤0.01%
+29
1105
$3K ﹤0.01%
49
1106
$3K ﹤0.01%
230
1107
$3K ﹤0.01%
138
1108
$3K ﹤0.01%
+105
1109
$3K ﹤0.01%
100
1110
$3K ﹤0.01%
+168
1111
$3K ﹤0.01%
+50
1112
$3K ﹤0.01%
+8
1113
$3K ﹤0.01%
40
1114
$3K ﹤0.01%
718
-95
1115
$3K ﹤0.01%
+275
1116
$3K ﹤0.01%
40
1117
$3K ﹤0.01%
3,455
+50
1118
$3K ﹤0.01%
+40
1119
$3K ﹤0.01%
+34
1120
$3K ﹤0.01%
+105
1121
$3K ﹤0.01%
64
1122
$3K ﹤0.01%
75
1123
– –
-150
1124
– –
-20
1125
– –
-27
43 44
45
46 47