TWM
Tradition Wealth Management Portfolio holdings
AUM $1.25B
1-Year Return
14.78%
This Quarter Return
+9.56%
1 Year Return
+14.78%
3 Year Return
+50.7%
5 Year Return
–
10 Year Return
–
AUM
$1.25B
AUM Growth
+$116M
(+10%)
Cap. Flow
+$24M
Cap. Flow
% of AUM
1.92%
Top 10 Holdings %
Top 10 Hldgs %
24.64%
Holding
475
New
37
Increased
183
Reduced
199
Closed
16
Top Buys
| 1 |
VictoryShares Small Cap Free Cash Flow ETF
SFLO
|
+$4.73M |
| 2 |
JPMorgan Income ETF
JPIE
|
+$3.71M |
| 3 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$2.82M |
| 4 |
THRO
iShares U.S. Thematic Rotation Active ETF
THRO
|
+$2.78M |
| 5 |
JPMorgan BetaBuilders US Equity ETF
BBUS
|
+$2.72M |
Top Sells
| 1 |
SPDR Portfolio S&P 500 ETF
SPLG
|
+$5.97M |
| 2 |
Pacer US Small Cap Cash Cows 100 ETF
CALF
|
+$5.42M |
| 3 |
iShares MSCI Emerging Markets ex China ETF
EMXC
|
+$1.77M |
| 4 |
iShares Core Total USD Bond Market ETF
IUSB
|
+$1.48M |
| 5 |
iShares S&P 500 Growth ETF
IVW
|
+$1.42M |
Sector Composition
| 1 | Technology | 8.58% |
| 2 | Financials | 3.77% |
| 3 | Consumer Discretionary | 2.54% |
| 4 | Industrials | 1.63% |
| 5 | Healthcare | 1.58% |
