We are live on ! Find out more
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
$988M
AUM Growth
+$32.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,308
New
Increased
Reduced
Closed

Top Buys

1
+$24M
2
+$16M
3
+$13.3M
4
UAPR icon
Innovator US Equity Ultra Buffer ETF April
UAPR
+$8.14M
5
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$7.14M

Top Sells

1
+$29.2M
2
+$23.9M
3
+$8.77M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$8.71M
5
NJUL icon
Innovator Growth-100 Power Buffer ETF July
NJUL
+$6.82M

Sector Composition

1 Technology 7.42%
2 Financials 3.5%
3 Consumer Discretionary 2.6%
4 Healthcare 2.27%
5 Industrials 1.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1151
– –
-6,952
1152
– –
-224
1153
– –
-182
1154
– –
-85
1155
– –
-1,000
1156
– –
-50
1157
– –
-667
1158
– –
-755
1159
– –
-338
1160
– –
-157
1161
– –
-1,157
1162
– –
-557
1163
– –
-1,978
1164
– –
-28
1165
– –
-500
1166
– –
-1,379
1167
– –
-561
1168
– –
-600
1169
– –
-6,823
1170
– –
-821
1171
– –
-620
1172
– –
-462
1173
– –
-235
1174
– –
-4,536
1175
– –
-308
45 46
47
48 49