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
876
$3K ﹤0.01%
+2,000
877
$3K ﹤0.01%
+6
878
$3K ﹤0.01%
+7
879
$3K ﹤0.01%
+53
880
$3K ﹤0.01%
+48
881
$3K ﹤0.01%
+72
882
$3K ﹤0.01%
+69
883
$3K ﹤0.01%
+76
884
$3K ﹤0.01%
+190
885
$3K ﹤0.01%
+7
886
$3K ﹤0.01%
+76
887
$3K ﹤0.01%
+50
888
$3K ﹤0.01%
+108
889
$3K ﹤0.01%
+27
890
$3K ﹤0.01%
+24
891
$3K ﹤0.01%
+19
892
$3K ﹤0.01%
+49
893
$3K ﹤0.01%
+449
894
$3K ﹤0.01%
+1,000
895
$3K ﹤0.01%
+40
896
$3K ﹤0.01%
+180
897
$3K ﹤0.01%
+100
898
$3K ﹤0.01%
+127
899
$3K ﹤0.01%
+130
900
$3K ﹤0.01%
+100
34 35
36
37 38