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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
$1.35B
AUM Growth
+$100M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
510
New
Increased
Reduced
Closed

Top Buys

1
+$8.1M
2
+$7.98M
3
+$6.83M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$5.36M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$3.83M

Top Sells

1
+$5.88M
2
+$5.48M
3
+$5.11M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$4.29M
5
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$3.89M

Sector Composition

1 Technology 9.33%
2 Financials 3.85%
3 Consumer Discretionary 2.5%
4 Healthcare 1.75%
5 Industrials 1.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.75M 0.2%
215,628
+12,217
102
$2.72M 0.2%
56,239
+743
103
$2.69M 0.2%
90,828
-678
104
$2.69M 0.2%
22,647
-523
105
$2.67M 0.2%
78,159
+278
106
$2.61M 0.19%
65,842
-4,885
107
$2.57M 0.19%
60,540
-74
108
$2.53M 0.19%
34,470
-1,885
109
$2.53M 0.19%
24,529
+90
110
$2.52M 0.19%
24,115
+1,932
111
$2.49M 0.18%
113,609
112
$2.49M 0.18%
26,136
-1,724
113
$2.48M 0.18%
30,774
+3,288
114
$2.47M 0.18%
7,513
-65
115
$2.41M 0.18%
12,932
-75
116
$2.37M 0.18%
7,971
+334
117
$2.32M 0.17%
16,460
+191
118
$2.31M 0.17%
17,282
-469
119
$2.28M 0.17%
3,410
+84
120
$2.26M 0.17%
7,431
-60
121
$2.25M 0.17%
7,979
+85
122
$2.23M 0.17%
18,610
+1,070
123
$2.21M 0.16%
51,249
-2,932
124
$2.21M 0.16%
12,478
-29
125
$2.18M 0.16%
9,006
-425
3 4
5
6 7