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
$856M
AUM Growth
+$52.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,428
New
Increased
Reduced
Closed

Top Buys

1
+$5.79M
2
+$5.19M
3
+$3.05M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.54M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$2.37M

Top Sells

1
+$5.24M
2
+$4.82M
3
+$4.15M
4
DVY icon
iShares Select Dividend ETF
DVY
+$2.79M
5
SLYG icon
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
+$1.17M

Sector Composition

1 Technology 6.86%
2 Financials 3.67%
3 Consumer Discretionary 3.01%
4 Healthcare 2.7%
5 Industrials 2.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$59K 0.01%
719
+55
577
$59K 0.01%
877
+2
578
$59K 0.01%
1,873
579
$58K 0.01%
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-397
580
$57K 0.01%
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581
$57K 0.01%
552
+3
582
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849
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583
$56K 0.01%
+4,870
584
$56K 0.01%
1,121
-213
585
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2,486
586
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1,230
+17
587
$56K 0.01%
257
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588
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1,505
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589
$55K 0.01%
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590
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518
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591
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277
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324
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597
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835
598
$54K 0.01%
134
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$53K 0.01%
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600
$53K 0.01%
236
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22 23
24
25 26