TWM

Tradition Wealth Management Portfolio holdings

AUM $1.25B
1-Year Est. Return 14.78%
This Quarter Est. Return
1 Year Est. Return
+14.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$516M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,142
New
Increased
Reduced
Closed

Top Buys

1
+$23M
2
+$19.6M
3
+$14.6M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$14.1M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$12.2M

Top Sells

No sells this quarter

Sector Composition

1 Technology 4.67%
2 Financials 3.54%
3 Consumer Discretionary 2.97%
4 Industrials 2.7%
5 Healthcare 2.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$67K 0.01%
+4,276
352
$67K 0.01%
+3,985
353
$67K 0.01%
+718
354
$67K 0.01%
+958
355
$67K 0.01%
+504
356
$67K 0.01%
+308
357
$66K 0.01%
+715
358
$66K 0.01%
+338
359
$65K 0.01%
+747
360
$64K 0.01%
+700
361
$64K 0.01%
+1,222
362
$64K 0.01%
+385
363
$64K 0.01%
+1,200
364
$64K 0.01%
+1,118
365
$62K 0.01%
+278
366
$62K 0.01%
+1,495
367
$61K 0.01%
+1,026
368
$61K 0.01%
+405
369
$61K 0.01%
+398
370
$61K 0.01%
+640
371
$61K 0.01%
+1,400
372
$59K 0.01%
+303
373
$59K 0.01%
+257
374
$59K 0.01%
+570
375
$59K 0.01%
+175
13 14
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16 17