TWM

Tradition Wealth Management Portfolio holdings

AUM $1.39B
1-Year Est. Return 18.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.78%
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
+$21.7M
2
+$18.6M
3
+$13.6M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$13.3M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$11.4M

Top Sells

No sells this quarter

Sector Composition

1 Technology 4.64%
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
426
$43K 0.01%
+1,069
427
$43K 0.01%
+1,438
428
$43K 0.01%
+1,519
429
$43K 0.01%
+3,750
430
$43K 0.01%
+610
431
$43K 0.01%
+2,248
432
$42K 0.01%
+750
433
$42K 0.01%
+520
434
$41K 0.01%
+189
435
$41K 0.01%
+343
436
$40K 0.01%
+500
437
$40K 0.01%
+1,346
438
$40K 0.01%
+677
439
$40K 0.01%
+3,945
440
$40K 0.01%
+626
441
$40K 0.01%
+3,046
442
$40K 0.01%
+120
443
$40K 0.01%
+450
444
$39K 0.01%
+2,000
445
$39K 0.01%
+407
446
$39K 0.01%
+2,150
447
$39K 0.01%
+633
448
$38K 0.01%
+931
449
$38K 0.01%
+5,855
450
$38K 0.01%
+746
16 17
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