TWM
CGMM

Tradition Wealth Management’s Capital Group U.S. Small and Mid Cap ETF CGMM Stock Holding History

Tradition Wealth Management’s Portfolio CGMM Stock Details CGMM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.37M Buy
50,990
+38,840
+320% +$1.04M 0.11% 155
2025
Q1 		$290K Buy
+12,150
New +$290K 0.03% 338