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
776
$27K ﹤0.01%
+669
777
$27K ﹤0.01%
8,000
+5,000
778
$27K ﹤0.01%
1,385
779
$27K ﹤0.01%
2,140
780
$27K ﹤0.01%
226
+11
781
$27K ﹤0.01%
208
+10
782
$27K ﹤0.01%
+101
783
$27K ﹤0.01%
+296
784
$27K ﹤0.01%
288
785
$27K ﹤0.01%
+601
786
$26K ﹤0.01%
1,245
787
$26K ﹤0.01%
805
788
$26K ﹤0.01%
129
789
$26K ﹤0.01%
81
790
$26K ﹤0.01%
2,808
+83
791
$26K ﹤0.01%
1,983
792
$26K ﹤0.01%
3,962
+41
793
$25K ﹤0.01%
2,000
794
$25K ﹤0.01%
949
795
$25K ﹤0.01%
784
-250
796
$25K ﹤0.01%
623
+6
797
$25K ﹤0.01%
1,100
798
$25K ﹤0.01%
4,111
799
$25K ﹤0.01%
846
-608
800
$25K ﹤0.01%
388
+46
30 31
32
33 34