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
401
$52K 0.01%
+371
402
$52K 0.01%
+534
403
$51K 0.01%
+725
404
$51K 0.01%
+1,529
405
$51K 0.01%
+997
406
$51K 0.01%
+297
407
$51K 0.01%
+1,095
408
$51K 0.01%
+1,357
409
$50K 0.01%
+663
410
$50K 0.01%
+1,000
411
$50K 0.01%
+1,356
412
$49K 0.01%
+561
413
$49K 0.01%
+570
414
$49K 0.01%
+800
415
$48K 0.01%
+1,546
416
$48K 0.01%
+1,500
417
$47K 0.01%
+233
418
$47K 0.01%
+885
419
$47K 0.01%
+1,000
420
$47K 0.01%
+1,500
421
$46K 0.01%
+822
422
$46K 0.01%
+672
423
$46K 0.01%
+674
424
$46K 0.01%
+215
425
$46K 0.01%
+1,700
15 16
17
18 19