TWM

Tradition Wealth Management Portfolio holdings

AUM $1.35B
1-Year Est. Return 17.61%
This Quarter Est. Return
1 Year Est. Return
+17.61%
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
751
$9K ﹤0.01%
+334
752
$9K ﹤0.01%
+20
753
$9K ﹤0.01%
+100
754
$9K ﹤0.01%
+60
755
$9K ﹤0.01%
+500
756
$8K ﹤0.01%
+332
757
$8K ﹤0.01%
+1,000
758
$8K ﹤0.01%
+400
759
$8K ﹤0.01%
+44
760
$8K ﹤0.01%
+96
761
$8K ﹤0.01%
+300
762
$8K ﹤0.01%
+100
763
$8K ﹤0.01%
+829
764
$8K ﹤0.01%
+123
765
$8K ﹤0.01%
+382
766
$8K ﹤0.01%
+102
767
$8K ﹤0.01%
+313
768
$8K ﹤0.01%
+258
769
$8K ﹤0.01%
+1,000
770
$8K ﹤0.01%
+50
771
$8K ﹤0.01%
+70
772
$8K ﹤0.01%
+111
773
$8K ﹤0.01%
+192
774
$8K ﹤0.01%
+27
775
$8K ﹤0.01%
+110
29 30
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32 33