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 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
1201
$3K ﹤0.01%
+38
1202
$3K ﹤0.01%
1,223
+10
1203
$3K ﹤0.01%
346
1204
$3K ﹤0.01%
+1,028
1205
$3K ﹤0.01%
+280
1206
$3K ﹤0.01%
208
1207
$3K ﹤0.01%
121
+1
1208
$3K ﹤0.01%
61
1209
$3K ﹤0.01%
+54
1210
$3K ﹤0.01%
+26
1211
$3K ﹤0.01%
+88
1212
$3K ﹤0.01%
12
+1
1213
$3K ﹤0.01%
+36
1214
$3K ﹤0.01%
55
1215
$3K ﹤0.01%
+1,590
1216
$3K ﹤0.01%
+419
1217
$3K ﹤0.01%
400
1218
$3K ﹤0.01%
+10
1219
$3K ﹤0.01%
+60
1220
$3K ﹤0.01%
+41
1221
$3K ﹤0.01%
38
1222
$3K ﹤0.01%
440
1223
$3K ﹤0.01%
106
+1
1224
$3K ﹤0.01%
+230
1225
$3K ﹤0.01%
100