TWM

Tradition Wealth Management Portfolio holdings

AUM $1.35B
1-Year Est. Return 17.61%
This Quarter Est. Return
1 Year Est. Return
+17.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$840M
AUM Growth
-$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,426
New
Increased
Reduced
Closed

Top Buys

1
+$5.66M
2
+$4.4M
3
+$4.16M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$2.98M
5
ACN icon
Accenture
ACN
+$2.7M

Top Sells

1
+$4.62M
2
+$4.16M
3
+$3.43M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$2.4M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$2.34M

Sector Composition

1 Technology 6.83%
2 Financials 3.73%
3 Consumer Discretionary 2.76%
4 Healthcare 2.73%
5 Industrials 2.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1251
$3K ﹤0.01%
299
1252
$3K ﹤0.01%
127
1253
$3K ﹤0.01%
50
1254
$3K ﹤0.01%
88
1255
$3K ﹤0.01%
360
+164
1256
$3K ﹤0.01%
36
1257
$3K ﹤0.01%
150
1258
$3K ﹤0.01%
172
1259
$3K ﹤0.01%
69
-19
1260
$3K ﹤0.01%
900
1261
$3K ﹤0.01%
148
1262
$3K ﹤0.01%
38
1263
$3K ﹤0.01%
136
1264
$3K ﹤0.01%
64
1265
$3K ﹤0.01%
57
1266
$3K ﹤0.01%
60
1267
$3K ﹤0.01%
149
1268
$3K ﹤0.01%
48
1269
$3K ﹤0.01%
248
1270
$3K ﹤0.01%
6
1271
$3K ﹤0.01%
121
1272
$3K ﹤0.01%
38
1273
$3K ﹤0.01%
176
1274
$3K ﹤0.01%
346
1275
$3K ﹤0.01%
41
49 50
51
52 53