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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
176
$1.16M 0.09%
20,467
+3,053
177
$1.09M 0.08%
21,411
178
$1.09M 0.08%
16,397
+29
179
$1.07M 0.08%
53,957
+1,459
180
$1.07M 0.08%
31,952
-495
181
$1.06M 0.08%
3,233
+300
182
$1.03M 0.08%
15,572
+365
183
$1.03M 0.08%
31,128
184
$1.03M 0.08%
3,186
+66
185
$1.03M 0.08%
2,742
+31
186
$1.01M 0.07%
11,359
+14
187
$993K 0.07%
4,744
+428
188
$980K 0.07%
2,952
-183
189
$976K 0.07%
62,194
190
$957K 0.07%
20,906
191
$957K 0.07%
+33,493
192
$953K 0.07%
2,607
-73
193
$947K 0.07%
4,775
-62
194
$938K 0.07%
35,705
195
$935K 0.07%
3,348
+11
196
$920K 0.07%
25,078
197
$916K 0.07%
7,733
-28
198
$912K 0.07%
8,091
-2,467
199
$912K 0.07%
2,566
-4
200
$908K 0.07%
4,026
+230
6 7
8
9 10