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
551
$23K ﹤0.01%
+1,126
552
$23K ﹤0.01%
+985
553
$23K ﹤0.01%
+464
554
$23K ﹤0.01%
+75
555
$23K ﹤0.01%
+1,455
556
$23K ﹤0.01%
+856
557
$23K ﹤0.01%
+244
558
$23K ﹤0.01%
+286
559
$22K ﹤0.01%
+1,150
560
$22K ﹤0.01%
+298
561
$22K ﹤0.01%
+500
562
$22K ﹤0.01%
+629
563
$22K ﹤0.01%
+488
564
$22K ﹤0.01%
+80
565
$22K ﹤0.01%
+1,164
566
$22K ﹤0.01%
+400
567
$21K ﹤0.01%
+269
568
$21K ﹤0.01%
+500
569
$21K ﹤0.01%
+976
570
$21K ﹤0.01%
+694
571
$21K ﹤0.01%
+220
572
$21K ﹤0.01%
+508
573
$21K ﹤0.01%
+105
574
$21K ﹤0.01%
+376
575
$20K ﹤0.01%
+575
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