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TWM
Tradition Wealth Management Portfolio holdings
AUM
$1.41B
1-Year Est. Return
19.71%
This Fund
S&P 500
1 Year Est. Return
+19.71%
AUM
$1.12B
AUM Growth
+$87.1M
(+8.4%)
Holding
427
Top Buys
| 1 | +$2.62M | |
| 2 | +$2.26M | |
| 3 | +$1.78M | |
| 4 |
Vanguard Long-Term Corporate Bond ETF
VCLT
|
+$1.3M |
| 5 |
iShares Core Universal USD Bond ETF
IUSB
|
+$1.28M |
Top Sells
| 1 | +$2.35M | |
| 2 | +$1.04M | |
| 3 | +$902K | |
| 4 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$856K |
| 5 |
GXDW
Global X Funds Global X Dorsey Wright Thematic ETF
GXDW
|
+$666K |
Sector Composition
| 1 | Technology | 7.9% |
| 2 | Financials | 3.34% |
| 3 | Consumer Discretionary | 2.52% |
| 4 | Healthcare | 2.21% |
| 5 | Industrials | 1.69% |