We are live on ! Find out more
TWM

Tradition Wealth Management Portfolio holdings

AUM $1.41B
1-Year Est. Return 19.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.71%
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
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
776
$7K ﹤0.01%
+160
777
$7K ﹤0.01%
+213
778
$7K ﹤0.01%
+126
779
$7K ﹤0.01%
+64
780
$7K ﹤0.01%
+259
781
$7K ﹤0.01%
+52
782
$7K ﹤0.01%
+400
783
$7K ﹤0.01%
+100
784
$7K ﹤0.01%
+289
785
$7K ﹤0.01%
+150
786
$7K ﹤0.01%
+135
787
$7K ﹤0.01%
+292
788
$7K ﹤0.01%
+25
789
$7K ﹤0.01%
+138
790
$7K ﹤0.01%
+48
791
$7K ﹤0.01%
+182
792
$7K ﹤0.01%
+489
793
$7K ﹤0.01%
+50
794
$7K ﹤0.01%
+195
795
$7K ﹤0.01%
+150
796
$7K ﹤0.01%
+253
797
$6K ﹤0.01%
+176
798
$6K ﹤0.01%
+85
799
$6K ﹤0.01%
+500
800
$6K ﹤0.01%
+3
30 31
32
33 34