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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
$666M
AUM Growth
-$22.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,237
New
Increased
Reduced
Closed

Top Buys

1
+$7.59M
2
+$4.45M
3
+$4.06M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.47M
5
CCOR icon
Core Alternative Capital
CCOR
+$2.37M

Top Sells

1
+$8.45M
2
+$4.25M
3
+$2.79M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$2.53M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$2.44M

Sector Composition

1 Technology 4.52%
2 Financials 4.33%
3 Healthcare 2.75%
4 Consumer Discretionary 2.71%
5 Industrials 1.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$12K ﹤0.01%
+289
852
$12K ﹤0.01%
300
853
$12K ﹤0.01%
1,000
854
$12K ﹤0.01%
50
855
$12K ﹤0.01%
+706
856
$12K ﹤0.01%
404
857
$12K ﹤0.01%
+75
858
$12K ﹤0.01%
585
859
$12K ﹤0.01%
+889
860
$12K ﹤0.01%
602
+10
861
$12K ﹤0.01%
1,000
862
$12K ﹤0.01%
1,724
+35
863
$12K ﹤0.01%
152
864
$12K ﹤0.01%
443
865
$11K ﹤0.01%
+741
866
$11K ﹤0.01%
312
867
$11K ﹤0.01%
487
-205
868
$11K ﹤0.01%
100
869
$11K ﹤0.01%
501
870
$11K ﹤0.01%
329
871
$11K ﹤0.01%
545
+1
872
$11K ﹤0.01%
99
873
$11K ﹤0.01%
138
874
$11K ﹤0.01%
595
875
$11K ﹤0.01%
284
33 34
35
36 37