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
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%
+24
707
$10K ﹤0.01%
+350
708
$10K ﹤0.01%
+88
709
$10K ﹤0.01%
+858
710
$10K ﹤0.01%
+500
711
$10K ﹤0.01%
+45
712
$10K ﹤0.01%
+246
713
$10K ﹤0.01%
+919
714
$10K ﹤0.01%
+338
715
$10K ﹤0.01%
+500
716
$10K ﹤0.01%
+201
717
$10K ﹤0.01%
+130
718
$10K ﹤0.01%
+50
719
$10K ﹤0.01%
+198
720
$10K ﹤0.01%
+260
721
$10K ﹤0.01%
+73
722
$10K ﹤0.01%
+1,000
723
$10K ﹤0.01%
+20
724
$10K ﹤0.01%
+100
725
$10K ﹤0.01%
+212
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