TWM

Tradition Wealth Management Portfolio holdings

AUM $1.39B
1-Year Est. Return 18.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.78%
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
+$21.7M
2
+$18.6M
3
+$13.6M
4
SCHV icon
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
851
$4K ﹤0.01%
+252
852
$4K ﹤0.01%
+69
853
$4K ﹤0.01%
+64
854
$4K ﹤0.01%
+232
855
$4K ﹤0.01%
+60
856
$4K ﹤0.01%
+200
857
$4K ﹤0.01%
+100
858
$4K ﹤0.01%
+60
859
$4K ﹤0.01%
+90
860
$4K ﹤0.01%
+77
861
$4K ﹤0.01%
+230
862
$4K ﹤0.01%
+154
863
$4K ﹤0.01%
+1,000
864
$4K ﹤0.01%
+30
865
$4K ﹤0.01%
+188
866
$4K ﹤0.01%
+109
867
$3K ﹤0.01%
+25
868
$3K ﹤0.01%
+109
869
$3K ﹤0.01%
+59
870
$3K ﹤0.01%
+2,000
871
$3K ﹤0.01%
+6
872
$3K ﹤0.01%
+7
873
$3K ﹤0.01%
+53
874
$3K ﹤0.01%
+100
875
$3K ﹤0.01%
+48
33 34
35
36 37