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
601
$18K ﹤0.01%
+15
602
$18K ﹤0.01%
+5,148
603
$17K ﹤0.01%
+662
604
$17K ﹤0.01%
+518
605
$17K ﹤0.01%
+648
606
$17K ﹤0.01%
+653
607
$17K ﹤0.01%
+658
608
$17K ﹤0.01%
+566
609
$17K ﹤0.01%
+1,408
610
$17K ﹤0.01%
+128
611
$17K ﹤0.01%
+651
612
$17K ﹤0.01%
+652
613
$17K ﹤0.01%
+656
614
$17K ﹤0.01%
+435
615
$17K ﹤0.01%
+388
616
$16K ﹤0.01%
+301
617
$16K ﹤0.01%
+1,108
618
$16K ﹤0.01%
+450
619
$16K ﹤0.01%
+671
620
$16K ﹤0.01%
+300
621
$16K ﹤0.01%
+405
622
$16K ﹤0.01%
+313
623
$16K ﹤0.01%
+534
624
$15K ﹤0.01%
+73
625
$15K ﹤0.01%
+420
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