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
$804M
AUM Growth
+$95.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,328
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$6.35M
3
+$5.66M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$4.71M
5
FTCS icon
First Trust Capital Strength ETF
FTCS
+$4.16M

Top Sells

1
+$8.91M
2
+$4.04M
3
+$3.53M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$2.45M
5
IYK icon
iShares US Consumer Staples ETF
IYK
+$2.26M

Sector Composition

1 Technology 5.87%
2 Financials 3.86%
3 Consumer Discretionary 2.82%
4 Healthcare 2.76%
5 Industrials 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1151
$4K ﹤0.01%
236
1152
$4K ﹤0.01%
200
1153
$4K ﹤0.01%
128
1154
$4K ﹤0.01%
55
1155
$4K ﹤0.01%
1,492
1156
$4K ﹤0.01%
440
+10
1157
$4K ﹤0.01%
+154
1158
$4K ﹤0.01%
650
1159
$4K ﹤0.01%
110
+1
1160
$4K ﹤0.01%
+142
1161
$4K ﹤0.01%
+200
1162
$4K ﹤0.01%
61
-5
1163
$4K ﹤0.01%
6
1164
$4K ﹤0.01%
176
1165
$4K ﹤0.01%
40
1166
$4K ﹤0.01%
+850
1167
$4K ﹤0.01%
48
+1
1168
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75
+8
1169
$4K ﹤0.01%
+250
1170
$4K ﹤0.01%
72
-10
1171
$4K ﹤0.01%
323
1172
$4K ﹤0.01%
+437
1173
$4K ﹤0.01%
265
+60
1174
$4K ﹤0.01%
30
1175
$4K ﹤0.01%
40
45 46
47
48 49