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
526
$26K 0.01%
+700
527
$26K 0.01%
+536
528
$26K 0.01%
+1,011
529
$25K ﹤0.01%
+211
530
$25K ﹤0.01%
+1,978
531
$25K ﹤0.01%
+306
532
$25K ﹤0.01%
+868
533
$25K ﹤0.01%
+498
534
$25K ﹤0.01%
+1,064
535
$25K ﹤0.01%
+1,844
536
$25K ﹤0.01%
+1,033
537
$25K ﹤0.01%
+1,007
538
$25K ﹤0.01%
+633
539
$24K ﹤0.01%
+50
540
$24K ﹤0.01%
+649
541
$24K ﹤0.01%
+803
542
$24K ﹤0.01%
+869
543
$24K ﹤0.01%
+337
544
$24K ﹤0.01%
+191
545
$24K ﹤0.01%
+434
546
$23K ﹤0.01%
+1,688
547
$23K ﹤0.01%
+280
548
$23K ﹤0.01%
+1,200
549
$23K ﹤0.01%
+1,032
550
$23K ﹤0.01%
+2,253
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