TWM

Tradition Wealth Management Portfolio holdings

AUM $1.35B
1-Year Est. Return 17.61%
This Quarter Est. Return
1 Year Est. Return
+17.61%
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
1101
$3K ﹤0.01%
89
1102
$3K ﹤0.01%
1
1103
$3K ﹤0.01%
+50
1104
$3K ﹤0.01%
30
1105
$3K ﹤0.01%
+39
1106
$3K ﹤0.01%
829
1107
$3K ﹤0.01%
+49
1108
$3K ﹤0.01%
50
1109
$3K ﹤0.01%
+168
1110
$3K ﹤0.01%
+34
1111
$3K ﹤0.01%
+105
1112
$3K ﹤0.01%
27
1113
$3K ﹤0.01%
+11
1114
$3K ﹤0.01%
+160
1115
$3K ﹤0.01%
+11
1116
$3K ﹤0.01%
105
-336
1117
$3K ﹤0.01%
64
1118
$3K ﹤0.01%
+29
1119
$3K ﹤0.01%
49
1120
$3K ﹤0.01%
230
1121
$3K ﹤0.01%
138
1122
$3K ﹤0.01%
+105
1123
$3K ﹤0.01%
100
1124
$3K ﹤0.01%
718
-95
1125
$3K ﹤0.01%
+275
43 44
45
46 47