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
851
$20K ﹤0.01%
544
-5
852
$20K ﹤0.01%
176
853
$20K ﹤0.01%
1,988
+76
854
$20K ﹤0.01%
372
855
$20K ﹤0.01%
+1,080
856
$20K ﹤0.01%
131
+38
857
$20K ﹤0.01%
3,920
858
$20K ﹤0.01%
367
+67
859
$20K ﹤0.01%
647
-151
860
$20K ﹤0.01%
685
861
$20K ﹤0.01%
851
862
$20K ﹤0.01%
404
+1
863
$19K ﹤0.01%
298
+1
864
$19K ﹤0.01%
253
-142
865
$19K ﹤0.01%
183
866
$19K ﹤0.01%
303
+20
867
$19K ﹤0.01%
273
+28
868
$19K ﹤0.01%
92
+2
869
$19K ﹤0.01%
405
870
$19K ﹤0.01%
300
871
$19K ﹤0.01%
556
+11
872
$18K ﹤0.01%
1,801
873
$18K ﹤0.01%
502
874
$18K ﹤0.01%
365
875
$18K ﹤0.01%
+210
33 34
35
36 37