We are live on ! Find out more
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
$988M
AUM Growth
+$32.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,308
New
Increased
Reduced
Closed

Top Buys

1
+$24M
2
+$16M
3
+$13.3M
4
UAPR icon
Innovator US Equity Ultra Buffer ETF April
UAPR
+$8.14M
5
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$7.14M

Top Sells

1
+$29.2M
2
+$23.9M
3
+$8.77M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$8.71M
5
NJUL icon
Innovator Growth-100 Power Buffer ETF July
NJUL
+$6.82M

Sector Composition

1 Technology 7.42%
2 Financials 3.5%
3 Consumer Discretionary 2.6%
4 Healthcare 2.27%
5 Industrials 1.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1226
– –
-4,128
1227
– –
-1,500
1228
– –
-36
1229
– –
-584
1230
– –
-2,850
1231
– –
-2,120
1232
– –
-2,779
1233
– –
-4,000
1234
– –
-5,354
1235
– –
-486
1236
– –
-1,040
1237
– –
-27,955
1238
– –
-10,334
1239
– –
-1,522
1240
– –
-150
1241
– –
-216
1242
– –
-7,136
1243
– –
-1,304
1244
– –
-724
1245
– –
-651
1246
– –
-2,344
1247
– –
-476
1248
– –
-630
1249
– –
-1,050
1250
– –
-63
47 48 49
50
51