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
676
$12K ﹤0.01%
+410
677
$12K ﹤0.01%
+358
678
$12K ﹤0.01%
+75
679
$12K ﹤0.01%
+701
680
$12K ﹤0.01%
+607
681
$12K ﹤0.01%
+700
682
$12K ﹤0.01%
+721
683
$11K ﹤0.01%
+224
684
$11K ﹤0.01%
+132
685
$11K ﹤0.01%
+97
686
$11K ﹤0.01%
+231
687
$11K ﹤0.01%
+100
688
$11K ﹤0.01%
+250
689
$11K ﹤0.01%
+30
690
$11K ﹤0.01%
+60
691
$11K ﹤0.01%
+70
692
$11K ﹤0.01%
+300
693
$11K ﹤0.01%
+325
694
$11K ﹤0.01%
+137
695
$11K ﹤0.01%
+610
696
$11K ﹤0.01%
+312
697
$11K ﹤0.01%
+132
698
$11K ﹤0.01%
+692
699
$11K ﹤0.01%
+441
700
$11K ﹤0.01%
+390
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