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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
201
$892K 0.07%
6,659
202
$885K 0.07%
32,753
-180
203
$877K 0.06%
25,182
-260
204
$877K 0.06%
23,815
-142
205
$876K 0.06%
12,042
+1,090
206
$874K 0.06%
6,278
-396
207
$873K 0.06%
+6,380
208
$866K 0.06%
+112,312
209
$864K 0.06%
11,364
+2,534
210
$847K 0.06%
19,426
+12
211
$839K 0.06%
1,876
-291
212
$830K 0.06%
20,174
213
$826K 0.06%
5,108
+425
214
$826K 0.06%
20,391
-33,655
215
$823K 0.06%
1,679
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216
$817K 0.06%
7,790
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217
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218
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219
$777K 0.06%
4,790
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220
$775K 0.06%
2,747
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221
$768K 0.06%
1,679
+69
222
$759K 0.06%
17,329
-418
223
$757K 0.06%
7,991
+392
224
$750K 0.06%
8,919
+2,448
225
$736K 0.05%
1,518
+161
7 8
9
10 11