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
726
$10K ﹤0.01%
+73
727
$10K ﹤0.01%
+1,000
728
$10K ﹤0.01%
+20
729
$10K ﹤0.01%
+100
730
$10K ﹤0.01%
+212
731
$10K ﹤0.01%
+203
732
$10K ﹤0.01%
+265
733
$10K ﹤0.01%
+24
734
$10K ﹤0.01%
+500
735
$10K ﹤0.01%
+202
736
$10K ﹤0.01%
+106
737
$10K ﹤0.01%
+86
738
$10K ﹤0.01%
+308
739
$9K ﹤0.01%
+1,271
740
$9K ﹤0.01%
+70
741
$9K ﹤0.01%
+96
742
$9K ﹤0.01%
+288
743
$9K ﹤0.01%
+500
744
$9K ﹤0.01%
+498
745
$9K ﹤0.01%
+1,032
746
$9K ﹤0.01%
+908
747
$9K ﹤0.01%
+57
748
$9K ﹤0.01%
+195
749
$9K ﹤0.01%
+123
750
$9K ﹤0.01%
+1,670
28 29
30
31 32