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
726
$10K ﹤0.01%
+203
727
$10K ﹤0.01%
+265
728
$10K ﹤0.01%
+24
729
$10K ﹤0.01%
+500
730
$10K ﹤0.01%
+202
731
$10K ﹤0.01%
+106
732
$10K ﹤0.01%
+86
733
$10K ﹤0.01%
+308
734
$9K ﹤0.01%
+1,271
735
$9K ﹤0.01%
+245
736
$9K ﹤0.01%
+96
737
$9K ﹤0.01%
+288
738
$9K ﹤0.01%
+500
739
$9K ﹤0.01%
+1,032
740
$9K ﹤0.01%
+908
741
$9K ﹤0.01%
+57
742
$9K ﹤0.01%
+195
743
$9K ﹤0.01%
+123
744
$9K ﹤0.01%
+334
745
$9K ﹤0.01%
+20
746
$9K ﹤0.01%
+100
747
$9K ﹤0.01%
+60
748
$9K ﹤0.01%
+500
749
$9K ﹤0.01%
+70
750
$9K ﹤0.01%
+498
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