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
$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
776
$8K ﹤0.01%
+3,405
777
$8K ﹤0.01%
+21,470
778
$7K ﹤0.01%
+50
779
$7K ﹤0.01%
+195
780
$7K ﹤0.01%
+118
781
$7K ﹤0.01%
+154
782
$7K ﹤0.01%
+293
783
$7K ﹤0.01%
+160
784
$7K ﹤0.01%
+213
785
$7K ﹤0.01%
+126
786
$7K ﹤0.01%
+64
787
$7K ﹤0.01%
+259
788
$7K ﹤0.01%
+52
789
$7K ﹤0.01%
+400
790
$7K ﹤0.01%
+100
791
$7K ﹤0.01%
+289
792
$7K ﹤0.01%
+30
793
$7K ﹤0.01%
+150
794
$7K ﹤0.01%
+253
795
$7K ﹤0.01%
+135
796
$7K ﹤0.01%
+292
797
$7K ﹤0.01%
+25
798
$7K ﹤0.01%
+138
799
$7K ﹤0.01%
+48
800
$7K ﹤0.01%
+909