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
$1.14B
AUM Growth
+$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
446
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$9.54M
3
+$6.78M
4
JTEK icon
JPMorgan US Tech Leaders ETF
JTEK
+$3.72M
5
JGRO icon
JPMorgan Active Growth ETF
JGRO
+$3.65M

Top Sells

1
+$9.92M
2
+$7.68M
3
+$5.63M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$3.66M
5
VRP icon
Invesco Variable Rate Preferred ETF
VRP
+$2.1M

Sector Composition

1 Technology 8.71%
2 Financials 3.67%
3 Consumer Discretionary 2.65%
4 Healthcare 1.89%
5 Industrials 1.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.23M 0.2%
76,181
-1,987
102
$2.14M 0.19%
23,644
-148
103
$2.13M 0.19%
30,277
-176
104
$2.12M 0.19%
16,602
-131
105
$2.12M 0.19%
9,582
+711
106
$2.1M 0.19%
7,499
+32
107
$2.08M 0.18%
15,403
+332
108
$2.07M 0.18%
19,754
+4,541
109
$2.06M 0.18%
7,120
-318
110
$2.06M 0.18%
12,552
-5
111
$2.01M 0.18%
55,399
+5,631
112
$1.91M 0.17%
74,926
+1,003
113
$1.88M 0.17%
50,343
-687
114
$1.86M 0.16%
3,157
+184
115
$1.85M 0.16%
6,393
+172
116
$1.84M 0.16%
27,244
+3,527
117
$1.83M 0.16%
3,133
+478
118
$1.8M 0.16%
74,105
-6,324
119
$1.78M 0.16%
13,781
120
$1.77M 0.16%
62,958
+18,660
121
$1.76M 0.16%
13,974
-76
122
$1.76M 0.15%
47,353
-2,176
123
$1.71M 0.15%
55,488
-2,771
124
$1.71M 0.15%
13,498
-100
125
$1.7M 0.15%
8,926
+212
3 4
5
6 7