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
876
$18K ﹤0.01%
831
877
$18K ﹤0.01%
400
878
$18K ﹤0.01%
541
+131
879
$17K ﹤0.01%
318
+261
880
$17K ﹤0.01%
4,217
+2,583
881
$17K ﹤0.01%
705
882
$17K ﹤0.01%
37
+1
883
$17K ﹤0.01%
+424
884
$17K ﹤0.01%
4,175
+2,585
885
$17K ﹤0.01%
2,100
+52
886
$17K ﹤0.01%
+980
887
$17K ﹤0.01%
267
+5
888
$17K ﹤0.01%
+483
889
$17K ﹤0.01%
282
+54
890
$16K ﹤0.01%
5,000
891
$16K ﹤0.01%
+750
892
$16K ﹤0.01%
568
893
$16K ﹤0.01%
+1,481
894
$16K ﹤0.01%
613
+2
895
$16K ﹤0.01%
130
896
$16K ﹤0.01%
827
+23
897
$16K ﹤0.01%
3,270
898
$16K ﹤0.01%
33
+1
899
$16K ﹤0.01%
195
-4
900
$16K ﹤0.01%
489
34 35
36
37 38