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
476
$34K 0.01%
+3,992
477
$33K 0.01%
+1,245
478
$33K 0.01%
+1,048
479
$33K 0.01%
+948
480
$33K 0.01%
+534
481
$33K 0.01%
+4,010
482
$32K 0.01%
+440
483
$32K 0.01%
+400
484
$32K 0.01%
+374
485
$32K 0.01%
+1,450
486
$32K 0.01%
+184
487
$32K 0.01%
+400
488
$31K 0.01%
+753
489
$31K 0.01%
+159
490
$31K 0.01%
+550
491
$31K 0.01%
+274
492
$31K 0.01%
+3,298
493
$31K 0.01%
+1,000
494
$31K 0.01%
+1,501
495
$30K 0.01%
+2,517
496
$30K 0.01%
+1,927
497
$30K 0.01%
+522
498
$30K 0.01%
+297
499
$30K 0.01%
+330
500
$30K 0.01%
+87
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