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
826
$5K ﹤0.01%
+100
827
$5K ﹤0.01%
+94
828
$5K ﹤0.01%
+250
829
$5K ﹤0.01%
+58
830
$5K ﹤0.01%
+150
831
$5K ﹤0.01%
+300
832
$5K ﹤0.01%
+82
833
$5K ﹤0.01%
+100
834
$5K ﹤0.01%
+173
835
$5K ﹤0.01%
+300
836
$5K ﹤0.01%
+200
837
$5K ﹤0.01%
+20
838
$5K ﹤0.01%
+1
839
$5K ﹤0.01%
+66
840
$5K ﹤0.01%
+8
841
$4K ﹤0.01%
+24
842
$4K ﹤0.01%
+100
843
$4K ﹤0.01%
+130
844
$4K ﹤0.01%
+43
845
$4K ﹤0.01%
+137
846
$4K ﹤0.01%
+104
847
$4K ﹤0.01%
+100
848
$4K ﹤0.01%
+30
849
$4K ﹤0.01%
+25
850
$4K ﹤0.01%
+48
32 33
34
35 36