TWM

Tradition Wealth Management Portfolio holdings

AUM $1.25B
1-Year Est. Return 14.78%
This Quarter Est. Return
1 Year Est. Return
+14.78%
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
+$23M
2
+$19.6M
3
+$14.6M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$14.1M
5
QQQ icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$23K ﹤0.01%
+1,200
552
$23K ﹤0.01%
+1,032
553
$23K ﹤0.01%
+2,253
554
$23K ﹤0.01%
+1,126
555
$23K ﹤0.01%
+985
556
$23K ﹤0.01%
+464
557
$23K ﹤0.01%
+375
558
$23K ﹤0.01%
+1,455
559
$23K ﹤0.01%
+856
560
$23K ﹤0.01%
+244
561
$23K ﹤0.01%
+286
562
$23K ﹤0.01%
+1,688
563
$22K ﹤0.01%
+1,150
564
$22K ﹤0.01%
+298
565
$22K ﹤0.01%
+500
566
$22K ﹤0.01%
+629
567
$22K ﹤0.01%
+488
568
$22K ﹤0.01%
+80
569
$22K ﹤0.01%
+1,164
570
$22K ﹤0.01%
+400
571
$21K ﹤0.01%
+269
572
$21K ﹤0.01%
+500
573
$21K ﹤0.01%
+976
574
$21K ﹤0.01%
+694
575
$21K ﹤0.01%
+220
21 22
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