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
$840M
AUM Growth
-$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,426
New
Increased
Reduced
Closed

Top Buys

1
+$5.66M
2
+$4.4M
3
+$4.16M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$2.98M
5
ACN icon
Accenture
ACN
+$2.7M

Top Sells

1
+$4.62M
2
+$4.16M
3
+$3.43M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$2.4M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$2.34M

Sector Composition

1 Technology 6.83%
2 Financials 3.73%
3 Consumer Discretionary 2.76%
4 Healthcare 2.73%
5 Industrials 2.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1126
$5K ﹤0.01%
+303
1127
$5K ﹤0.01%
74
-21
1128
$5K ﹤0.01%
236
1129
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204
+1
1130
$5K ﹤0.01%
32
+9
1131
$5K ﹤0.01%
430
1132
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286
1133
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238
1134
$5K ﹤0.01%
2,000
1135
$5K ﹤0.01%
520
1136
$5K ﹤0.01%
61
1137
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226
1138
$5K ﹤0.01%
41
+1
1139
$5K ﹤0.01%
952
+6
1140
$5K ﹤0.01%
32
-1
1141
$5K ﹤0.01%
308
1142
$5K ﹤0.01%
254
1143
$5K ﹤0.01%
77
1144
$5K ﹤0.01%
80
1145
$5K ﹤0.01%
263
+4
1146
$5K ﹤0.01%
542
+55
1147
$5K ﹤0.01%
78
+1
1148
$5K ﹤0.01%
500
1149
$5K ﹤0.01%
13
1150
$5K ﹤0.01%
+756
44 45
46
47 48