TWM

Tradition Wealth Management Portfolio holdings

AUM $1.39B
1-Year Est. Return 18.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.78%
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
+$12.1M
2
+$6.29M
3
+$5.07M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$4.68M
5
FTCS icon
First Trust Capital Strength ETF
FTCS
+$4.2M

Top Sells

1
+$8.79M
2
+$3.56M
3
+$2.45M
4
IYK icon
iShares US Consumer Staples ETF
IYK
+$2.18M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$2.03M

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
1176
$4K ﹤0.01%
32
1177
$4K ﹤0.01%
+67
1178
$4K ﹤0.01%
250
1179
$4K ﹤0.01%
+158
1180
$4K ﹤0.01%
19
1181
$4K ﹤0.01%
+150
1182
$4K ﹤0.01%
+164
1183
$4K ﹤0.01%
+5,148
1184
$4K ﹤0.01%
211
1185
$3K ﹤0.01%
+19
1186
$3K ﹤0.01%
+148
1187
$3K ﹤0.01%
+50
1188
$3K ﹤0.01%
+136
1189
$3K ﹤0.01%
+300
1190
$3K ﹤0.01%
+260
1191
$3K ﹤0.01%
10
-1
1192
$3K ﹤0.01%
85
+1
1193
$3K ﹤0.01%
+56
1194
$3K ﹤0.01%
+149
1195
$3K ﹤0.01%
48
1196
$3K ﹤0.01%
+38
1197
$3K ﹤0.01%
1,223
+10
1198
$3K ﹤0.01%
346
1199
$3K ﹤0.01%
+1,028
1200
$3K ﹤0.01%
+280
46 47
48
49 50