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
676
$12K ﹤0.01%
+296
677
$12K ﹤0.01%
+25
678
$12K ﹤0.01%
+300
679
$12K ﹤0.01%
+300
680
$12K ﹤0.01%
+410
681
$12K ﹤0.01%
+358
682
$12K ﹤0.01%
+75
683
$12K ﹤0.01%
+701
684
$12K ﹤0.01%
+607
685
$12K ﹤0.01%
+721
686
$12K ﹤0.01%
+700
687
$11K ﹤0.01%
+224
688
$11K ﹤0.01%
+132
689
$11K ﹤0.01%
+97
690
$11K ﹤0.01%
+231
691
$11K ﹤0.01%
+100
692
$11K ﹤0.01%
+250
693
$11K ﹤0.01%
+30
694
$11K ﹤0.01%
+60
695
$11K ﹤0.01%
+70
696
$11K ﹤0.01%
+24
697
$11K ﹤0.01%
+300
698
$11K ﹤0.01%
+325
699
$11K ﹤0.01%
+137
700
$11K ﹤0.01%
+610
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