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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
126
$2.06M 0.15%
76,402
+10,912
127
$2.06M 0.15%
16,976
-1,179
128
$2.05M 0.15%
38,452
+6,368
129
$2.03M 0.15%
69,133
-9
130
$2.01M 0.15%
40,745
+1,788
131
$2M 0.15%
69,660
+7,934
132
$1.98M 0.15%
25,910
+8,072
133
$1.97M 0.15%
69,360
+18,370
134
$1.97M 0.15%
7,980
-10
135
$1.95M 0.14%
43,713
-5,080
136
$1.93M 0.14%
4,772
+158
137
$1.92M 0.14%
13,781
138
$1.92M 0.14%
13,498
139
$1.92M 0.14%
45,630
-1,056
140
$1.91M 0.14%
19,456
+1,305
141
$1.9M 0.14%
27,772
-1,768
142
$1.89M 0.14%
52,817
+76
143
$1.87M 0.14%
8,937
+7
144
$1.85M 0.14%
66,948
-13
145
$1.8M 0.13%
12,792
-932
146
$1.8M 0.13%
35,076
-1,433
147
$1.75M 0.13%
5,114
-44
148
$1.7M 0.13%
26,078
+77
149
$1.68M 0.12%
16,547
+2
150
$1.64M 0.12%
17,256
-957
4 5
6
7 8