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
$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
1276
$3K ﹤0.01%
30
1277
$3K ﹤0.01%
271
-5
1278
$3K ﹤0.01%
+215
1279
$3K ﹤0.01%
3,550
1280
$3K ﹤0.01%
40
1281
$3K ﹤0.01%
587
-30
1282
$3K ﹤0.01%
+15
1283
$3K ﹤0.01%
200
1284
$3K ﹤0.01%
164
1285
$3K ﹤0.01%
500
1286
$3K ﹤0.01%
36
-400
1287
$3K ﹤0.01%
+13
1288
$3K ﹤0.01%
60
1289
$3K ﹤0.01%
32
1290
$3K ﹤0.01%
39
1291
$3K ﹤0.01%
107
1292
$3K ﹤0.01%
+40
1293
$3K ﹤0.01%
28
1294
$3K ﹤0.01%
250
1295
$3K ﹤0.01%
200
1296
$3K ﹤0.01%
299
1297
$3K ﹤0.01%
127
1298
$3K ﹤0.01%
58
1299
$3K ﹤0.01%
240
1300
$3K ﹤0.01%
2,500
50 51
52
53 54