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
576
$21K ﹤0.01%
+508
577
$21K ﹤0.01%
+376
578
$21K ﹤0.01%
+105
579
$20K ﹤0.01%
+575
580
$20K ﹤0.01%
+423
581
$20K ﹤0.01%
+392
582
$20K ﹤0.01%
+531
583
$20K ﹤0.01%
+1,216
584
$20K ﹤0.01%
+291
585
$19K ﹤0.01%
+78
586
$19K ﹤0.01%
+264
587
$19K ﹤0.01%
+4,000
588
$19K ﹤0.01%
+112
589
$19K ﹤0.01%
+457
590
$19K ﹤0.01%
+1,235
591
$19K ﹤0.01%
+974
592
$19K ﹤0.01%
+1,303
593
$19K ﹤0.01%
+330
594
$18K ﹤0.01%
+705
595
$18K ﹤0.01%
+82
596
$18K ﹤0.01%
+2,000
597
$18K ﹤0.01%
+1,000
598
$18K ﹤0.01%
+500
599
$18K ﹤0.01%
+1,559
600
$18K ﹤0.01%
+200
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