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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
$708M
AUM Growth
+$42.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,245
New
Increased
Reduced
Closed

Top Buys

1
+$5.5M
2
+$3.7M
3
+$3.53M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$3.36M
5
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$3.1M

Top Sells

1
+$5.06M
2
+$4.76M
3
+$4.1M
4
SPEM icon
State Street SPDR Portfolio Emerging Markets ETF
SPEM
+$4.02M
5
KJUL icon
Innovator US Small Cap Power Buffer ETF July
KJUL
+$2.64M

Sector Composition

1 Financials 4.43%
2 Technology 4.08%
3 Healthcare 2.68%
4 Consumer Discretionary 2.47%
5 Industrials 1.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1101
$3K ﹤0.01%
+40
1102
$3K ﹤0.01%
48
1103
– –
-26
1104
– –
-1,079
1105
– –
-744
1106
– –
-1,833
1107
– –
-797
1108
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-75
1109
– –
-111
1110
– –
-148
1111
– –
-172
1112
– –
-350
1113
– –
-90
1114
– –
-2,030
1115
– –
-4,089
1116
– –
-96
1117
– –
-68
1118
– –
-250
1119
– –
-953
1120
– –
-1,251
1121
– –
-866
1122
– –
-749
1123
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-679
1124
– –
-20
1125
– –
-621
43 44
45
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