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
676
$41K ﹤0.01%
+864
677
$41K ﹤0.01%
1,892
678
$41K ﹤0.01%
940
+2
679
$41K ﹤0.01%
92
+4
680
$41K ﹤0.01%
493
+350
681
$40K ﹤0.01%
566
-25
682
$40K ﹤0.01%
+805
683
$39K ﹤0.01%
536
+2
684
$39K ﹤0.01%
157
685
$39K ﹤0.01%
22,375
+1,100
686
$39K ﹤0.01%
687
-163
687
$39K ﹤0.01%
2,680
+52
688
$39K ﹤0.01%
1,522
689
$38K ﹤0.01%
767
+27
690
$38K ﹤0.01%
1,089
691
$38K ﹤0.01%
603
+7
692
$38K ﹤0.01%
1,352
-6,604
693
$38K ﹤0.01%
608
+30
694
$37K ﹤0.01%
509
695
$37K ﹤0.01%
962
696
$37K ﹤0.01%
1,083
+303
697
$36K ﹤0.01%
664
698
$36K ﹤0.01%
429
-1
699
$36K ﹤0.01%
3,878
-106
700
$36K ﹤0.01%
+809
26 27
28
29 30