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
$856M
AUM Growth
+$52.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,428
New
Increased
Reduced
Closed

Top Buys

1
+$5.79M
2
+$5.19M
3
+$3.05M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.54M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$2.37M

Top Sells

1
+$5.24M
2
+$4.82M
3
+$4.15M
4
DVY icon
iShares Select Dividend ETF
DVY
+$2.79M
5
SLYG icon
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
+$1.17M

Sector Composition

1 Technology 6.86%
2 Financials 3.67%
3 Consumer Discretionary 3.01%
4 Healthcare 2.7%
5 Industrials 2.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$32K ﹤0.01%
575
+40
727
$32K ﹤0.01%
192
+18
728
$32K ﹤0.01%
509
-87
729
$32K ﹤0.01%
4,992
730
$31K ﹤0.01%
159
+53
731
$31K ﹤0.01%
367
-55
732
$31K ﹤0.01%
522
+303
733
$31K ﹤0.01%
2,850
-1,000
734
$31K ﹤0.01%
433
+23
735
$31K ﹤0.01%
1,149
736
$31K ﹤0.01%
158
737
$31K ﹤0.01%
989
+9
738
$31K ﹤0.01%
1,233
+4
739
$31K ﹤0.01%
1,235
+6
740
$31K ﹤0.01%
274
741
$31K ﹤0.01%
1,202
+36
742
$31K ﹤0.01%
1,044
+10
743
$30K ﹤0.01%
412
-1,226
744
$30K ﹤0.01%
1,195
+23
745
$30K ﹤0.01%
166
746
$30K ﹤0.01%
800
747
$30K ﹤0.01%
66
+6
748
$30K ﹤0.01%
305
749
$30K ﹤0.01%
734
+160
750
$30K ﹤0.01%
507
+321
28 29
30
31 32