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TWM
Tradition Wealth Management Portfolio holdings
AUM
$1.41B
1-Year Est. Return
19.71%
This Fund
S&P 500
1 Year Est. Return
+19.71%
AUM
$703M
AUM Growth
+$34.7M
(+5.2%)
Holding
1,244
Top Buys
| 1 | +$12.9M | |
| 2 | +$10.9M | |
| 3 | +$10.2M | |
| 4 |
Innovator US Equity Ultra Buffer ETF May
UMAY
|
+$10M |
| 5 |
Innovator US Equity Power Buffer ETF May
PMAY
|
+$9.54M |
Top Sells
| 1 | +$8.92M | |
| 2 | +$7.89M | |
| 3 | +$6.23M | |
| 4 |
Innovator US Small Cap Power Buffer ETF October
KOCT
|
+$6.01M |
| 5 |
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 | 2.51% |
| 5 | Industrials | 2.36% |