TWM
Tradition Wealth Management Portfolio holdings
AUM
$1.25B
1-Year Return
14.78%
This Quarter Return
+13.58%
1 Year Return
+14.78%
3 Year Return
+50.7%
5 Year Return
–
10 Year Return
–
AUM
$516M
AUM Growth
–
Cap. Flow
+$516M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
26.7%
Holding
1,142
New
1,135
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Schwab US Large-Cap Growth ETF
SCHG
|
+$23M |
| 2 |
Schwab US Dividend Equity ETF
SCHD
|
+$19.6M |
| 3 |
Invesco Dorsey Wright Momentum ETF
PDP
|
+$14.6M |
| 4 |
Schwab US Large-Cap Value ETF
SCHV
|
+$14.1M |
| 5 |
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% |
