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
626
$15K ﹤0.01%
+102
627
$15K ﹤0.01%
+205
628
$15K ﹤0.01%
+138
629
$15K ﹤0.01%
+930
630
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+130
631
$15K ﹤0.01%
+649
632
$15K ﹤0.01%
+531
633
$15K ﹤0.01%
+490
634
$15K ﹤0.01%
+167
635
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+300
636
$15K ﹤0.01%
+406
637
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638
$14K ﹤0.01%
+996
639
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640
$14K ﹤0.01%
+90
641
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+275
642
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643
$14K ﹤0.01%
+574
644
$14K ﹤0.01%
+864
645
$14K ﹤0.01%
+500
646
$14K ﹤0.01%
+124
647
$14K ﹤0.01%
+228
648
$14K ﹤0.01%
+42
649
$14K ﹤0.01%
+2,000
650
$14K ﹤0.01%
+274
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