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
751
$8K ﹤0.01%
+50
752
$8K ﹤0.01%
+70
753
$8K ﹤0.01%
+111
754
$8K ﹤0.01%
+192
755
$8K ﹤0.01%
+332
756
$8K ﹤0.01%
+1,000
757
$8K ﹤0.01%
+400
758
$8K ﹤0.01%
+44
759
$8K ﹤0.01%
+96
760
$8K ﹤0.01%
+300
761
$8K ﹤0.01%
+100
762
$8K ﹤0.01%
+829
763
$8K ﹤0.01%
+123
764
$8K ﹤0.01%
+382
765
$8K ﹤0.01%
+102
766
$8K ﹤0.01%
+313
767
$8K ﹤0.01%
+258
768
$8K ﹤0.01%
+1,000
769
$8K ﹤0.01%
+27
770
$8K ﹤0.01%
+3,405
771
$8K ﹤0.01%
+21,470
772
$8K ﹤0.01%
+110
773
$7K ﹤0.01%
+50
774
$7K ﹤0.01%
+195
775
$7K ﹤0.01%
+118
29 30
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32 33