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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
151
$1.64M 0.12%
10,557
+87
152
$1.56M 0.12%
35,447
+654
153
$1.52M 0.11%
7,457
+533
154
$1.51M 0.11%
5,381
+137
155
$1.48M 0.11%
49,723
156
$1.45M 0.11%
7,801
-336
157
$1.44M 0.11%
26,726
-147
158
$1.43M 0.11%
956
-352
159
$1.41M 0.1%
32,798
160
$1.41M 0.1%
1,846
+456
161
$1.4M 0.1%
8,215
-700
162
$1.33M 0.1%
+18,881
163
$1.31M 0.1%
37,565
-216
164
$1.29M 0.1%
4,627
+22
165
$1.27M 0.09%
+16,952
166
$1.27M 0.09%
30,105
+1,603
167
$1.26M 0.09%
21,151
-180
168
$1.23M 0.09%
9,271
+18
169
$1.22M 0.09%
6,239
-13,088
170
$1.22M 0.09%
27,544
-16,090
171
$1.21M 0.09%
2,543
-181
172
$1.2M 0.09%
13,382
-307
173
$1.19M 0.09%
8,196
+12
174
$1.19M 0.09%
27,145
-308
175
$1.17M 0.09%
14,066
+19
5 6
7
8 9