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
1151
$5K ﹤0.01%
59
1152
$5K ﹤0.01%
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1153
$5K ﹤0.01%
90
+1
1154
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1155
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1156
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1157
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1158
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1159
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1160
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508
+5
1161
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+200
1162
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163
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1163
$5K ﹤0.01%
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1164
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1165
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65
-26
1166
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15
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1167
$5K ﹤0.01%
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1168
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1169
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20
1170
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1171
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155
+1
1172
$4K ﹤0.01%
200
1173
$4K ﹤0.01%
286
1174
$4K ﹤0.01%
615
1175
$4K ﹤0.01%
81
45 46
47
48 49