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
576
$20K ﹤0.01%
+423
577
$20K ﹤0.01%
+1,216
578
$20K ﹤0.01%
+392
579
$20K ﹤0.01%
+531
580
$20K ﹤0.01%
+291
581
$19K ﹤0.01%
+4,000
582
$19K ﹤0.01%
+457
583
$19K ﹤0.01%
+1,235
584
$19K ﹤0.01%
+974
585
$19K ﹤0.01%
+1,303
586
$19K ﹤0.01%
+330
587
$19K ﹤0.01%
+78
588
$19K ﹤0.01%
+631
589
$19K ﹤0.01%
+112
590
$18K ﹤0.01%
+705
591
$18K ﹤0.01%
+82
592
$18K ﹤0.01%
+2,000
593
$18K ﹤0.01%
+1,000
594
$18K ﹤0.01%
+500
595
$18K ﹤0.01%
+1,559
596
$18K ﹤0.01%
+200
597
$18K ﹤0.01%
+311
598
$18K ﹤0.01%
+1,325
599
$18K ﹤0.01%
+1,253
600
$18K ﹤0.01%
+39
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