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
701
$11K ﹤0.01%
+312
702
$11K ﹤0.01%
+132
703
$11K ﹤0.01%
+692
704
$11K ﹤0.01%
+441
705
$11K ﹤0.01%
+390
706
$11K ﹤0.01%
+100
707
$11K ﹤0.01%
+393
708
$11K ﹤0.01%
+66
709
$11K ﹤0.01%
+800
710
$11K ﹤0.01%
+521
711
$11K ﹤0.01%
+142
712
$10K ﹤0.01%
+858
713
$10K ﹤0.01%
+500
714
$10K ﹤0.01%
+350
715
$10K ﹤0.01%
+88
716
$10K ﹤0.01%
+45
717
$10K ﹤0.01%
+246
718
$10K ﹤0.01%
+919
719
$10K ﹤0.01%
+338
720
$10K ﹤0.01%
+500
721
$10K ﹤0.01%
+201
722
$10K ﹤0.01%
+130
723
$10K ﹤0.01%
+50
724
$10K ﹤0.01%
+198
725
$10K ﹤0.01%
+260
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