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
626
$47K 0.01%
863
+6
627
$47K 0.01%
288
+36
628
$47K 0.01%
688
+4
629
$47K 0.01%
2,164
630
$47K 0.01%
339
631
$47K 0.01%
629
-2,085
632
$47K 0.01%
2,344
633
$47K 0.01%
654
634
$46K 0.01%
605
635
$46K 0.01%
1,050
636
$46K 0.01%
361
+5
637
$46K 0.01%
428
-10
638
$46K 0.01%
624
639
$46K 0.01%
2,586
+52
640
$46K 0.01%
605
641
$45K 0.01%
1,055
-100
642
$45K 0.01%
1,478
-146
643
$45K 0.01%
568
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644
$45K 0.01%
681
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373
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646
$44K 0.01%
769
647
$44K 0.01%
939
+4
648
$44K 0.01%
931
649
$44K 0.01%
812
650
$44K 0.01%
701
+2
24 25
26
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