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
1176
$4K ﹤0.01%
200
1177
$4K ﹤0.01%
+20
1178
$4K ﹤0.01%
32
1179
$4K ﹤0.01%
+67
1180
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250
1181
$4K ﹤0.01%
+158
1182
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19
1183
$4K ﹤0.01%
+150
1184
$4K ﹤0.01%
+164
1185
$4K ﹤0.01%
+5,148
1186
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211
1187
$4K ﹤0.01%
+178
1188
$3K ﹤0.01%
+19
1189
$3K ﹤0.01%
+148
1190
$3K ﹤0.01%
+250
1191
$3K ﹤0.01%
+136
1192
$3K ﹤0.01%
+300
1193
$3K ﹤0.01%
+849
1194
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200
1195
$3K ﹤0.01%
+260
1196
$3K ﹤0.01%
10
-1
1197
$3K ﹤0.01%
85
+1
1198
$3K ﹤0.01%
+56
1199
$3K ﹤0.01%
+149
1200
$3K ﹤0.01%
48
46 47
48
49 50