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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
$1.41B
AUM Growth
+$12.2M
(+0.87%)
Holding
530
Top Buys
| 1 | +$9.07M | |
| 2 | +$7.23M | |
| 3 | +$5.76M | |
| 4 |
iShares MSCI Emerging Markets ex China ETF
EMXC
|
+$5.71M |
| 5 |
JPMorgan BetaBuilders US Equity ETF
BBUS
|
+$4.79M |
Top Sells
| 1 | +$9.75M | |
| 2 | +$6.94M | |
| 3 | +$5.92M | |
| 4 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$4.13M |
| 5 |
Schwab US Large-Cap Growth ETF
SCHG
|
+$2.83M |
Sector Composition
| 1 | Technology | 8.32% |
| 2 | Financials | 3.52% |
| 3 | Consumer Discretionary | 2.34% |
| 4 | Healthcare | 1.61% |
| 5 | Industrials | 1.58% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
526
Trade Desk
TTD
$9.06B
| – | – |
-6,076
|
|
||
527
Qualcomm
QCOM
$233B
| – | – |
-1,343
|
|
||
528
Sysco
SYY
$38.1B
| – | – |
-3,194
|
|
||
|
TGB
529
Taseko Mines
TGB
$2.84B
| – | – |
-12,350
|
|
||
530
TotalEnergies
TTE
$187B
| – | – |
-4,144
|
|