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TWM

Tradition Wealth Management Portfolio holdings

AUM $1.41B
1-Year Est. Return 19.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.71%
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
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
701
$11K ﹤0.01%
+100
702
$11K ﹤0.01%
+66
703
$11K ﹤0.01%
+800
704
$11K ﹤0.01%
+521
705
$11K ﹤0.01%
+142
706
$11K ﹤0.01%
+250
707
$10K ﹤0.01%
+350
708
$10K ﹤0.01%
+45
709
$10K ﹤0.01%
+246
710
$10K ﹤0.01%
+919
711
$10K ﹤0.01%
+338
712
$10K ﹤0.01%
+500
713
$10K ﹤0.01%
+201
714
$10K ﹤0.01%
+130
715
$10K ﹤0.01%
+50
716
$10K ﹤0.01%
+198
717
$10K ﹤0.01%
+260
718
$10K ﹤0.01%
+73
719
$10K ﹤0.01%
+1,000
720
$10K ﹤0.01%
+20
721
$10K ﹤0.01%
+100
722
$10K ﹤0.01%
+212
723
$10K ﹤0.01%
+203
724
$10K ﹤0.01%
+265
725
$10K ﹤0.01%
+24
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