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
751
$30K ﹤0.01%
213
+1
752
$29K ﹤0.01%
439
+1
753
$29K ﹤0.01%
235
+95
754
$29K ﹤0.01%
361
-716
755
$29K ﹤0.01%
754
-188
756
$29K ﹤0.01%
942
+7
757
$29K ﹤0.01%
497
758
$29K ﹤0.01%
276
759
$28K ﹤0.01%
1,000
760
$28K ﹤0.01%
947
761
$28K ﹤0.01%
+466
762
$28K ﹤0.01%
+558
763
$28K ﹤0.01%
796
+110
764
$28K ﹤0.01%
140
765
$28K ﹤0.01%
270
766
$28K ﹤0.01%
216
767
$28K ﹤0.01%
7,088
768
$28K ﹤0.01%
+1,052
769
$27K ﹤0.01%
3,039
770
$27K ﹤0.01%
256
+1
771
$27K ﹤0.01%
420
+15
772
$27K ﹤0.01%
339
773
$27K ﹤0.01%
319
774
$27K ﹤0.01%
+1,071
775
$27K ﹤0.01%
252
-156
29 30
31
32 33