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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
$1.41B
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
530
New
Increased
Reduced
Closed

Top Buys

1
+$9.07M
2
+$7.23M
3
+$5.76M
4
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$5.71M
5
BBUS icon
JPMorgan BetaBuilders US Equity ETF
BBUS
+$4.79M

Top Sells

1
+$9.75M
2
+$6.94M
3
+$5.92M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$4.13M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$2.83M

Sector Composition

1 Technology 8.32%
2 Financials 3.52%
3 Consumer Discretionary 2.34%
4 Healthcare 1.61%
5 Industrials 1.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DE icon
201
Deere & Co
DE
$155B
$961K 0.07%
1,706
+31
TRV icon
202
Travelers Companies
TRV
$65.2B
$955K 0.07%
3,275
+24
GEV icon
203
GE Vernova
GEV
$263B
$942K 0.07%
1,079
+157
AXP icon
204
American Express
AXP
$229B
$920K 0.07%
3,041
+50
XLU icon
205
State Street Utilities Select Sector SPDR ETF
XLU
$22.7B
$914K 0.07%
19,907
-281
IWB icon
206
iShares Russell 1000 ETF
IWB
$48.6B
$901K 0.06%
2,526
-41
BUFQ icon
207
FT Vest Fund of Nasdaq-100 Buffer ETFs
BUFQ
$1.48B
$889K 0.06%
25,180
AMGN icon
208
Amgen
AMGN
$189B
$889K 0.06%
2,526
-215
TJAN
209
Innovator Equity Defined Protection ETF - 2 Yr to January 2027
TJAN
$32.3M
$885K 0.06%
32,651
-102
ETN icon
210
Eaton
ETN
$158B
$879K 0.06%
2,458
PM icon
211
Philip Morris
PM
$283B
$878K 0.06%
5,312
+327
ISRG icon
212
Intuitive Surgical
ISRG
$148B
$871K 0.06%
1,890
+28
MS icon
213
Morgan Stanley
MS
$344B
$870K 0.06%
5,284
+308
ESGV icon
214
Vanguard ESG US Stock ETF
ESGV
$13.3B
$866K 0.06%
7,715
+56
XLV icon
215
State Street Health Care Select Sector SPDR ETF
XLV
$39B
$861K 0.06%
5,872
-379
VXUS icon
216
Vanguard Total International Stock ETF
VXUS
$155B
$861K 0.06%
11,160
+347
ORCL icon
217
Oracle
ORCL
$554B
$827K 0.06%
5,624
+173
EPD icon
218
Enterprise Products Partners
EPD
$79B
$823K 0.06%
21,752
+220
IYE icon
219
iShares US Energy ETF
IYE
$1.53B
$823K 0.06%
12,704
NU icon
220
Nu Holdings
NU
$60.4B
$815K 0.06%
56,699
+2,905
BUFF icon
221
Innovator Laddered Allocation Power Buffer ETF
BUFF
$856M
$812K 0.06%
+16,435
MU icon
222
Micron Technology
MU
$1.23T
$801K 0.06%
2,371
+632
GLDM icon
223
SPDR Gold MiniShares Trust
GLDM
$29.4B
$798K 0.06%
8,614
-17,153
NULV icon
224
Nuveen ESG Large-Cap Value ETF
NULV
$2.12B
$792K 0.06%
17,398
-107
RTX icon
225
RTX Corp
RTX
$247B
$774K 0.06%
4,011
+186
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