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
901
$3K ﹤0.01%
+267
902
$3K ﹤0.01%
+70
903
$3K ﹤0.01%
+209
904
$3K ﹤0.01%
+40
905
$3K ﹤0.01%
+56
906
$2K ﹤0.01%
+108
907
$2K ﹤0.01%
+112
908
$2K ﹤0.01%
+77
909
$2K ﹤0.01%
+40
910
$2K ﹤0.01%
+100
911
$2K ﹤0.01%
+9
912
$2K ﹤0.01%
+76
913
$2K ﹤0.01%
+100
914
$2K ﹤0.01%
+27
915
$2K ﹤0.01%
+100
916
$2K ﹤0.01%
+39
917
$2K ﹤0.01%
+28
918
$2K ﹤0.01%
+52
919
$2K ﹤0.01%
+26
920
$2K ﹤0.01%
+20
921
$2K ﹤0.01%
+8
922
$2K ﹤0.01%
+89
923
$2K ﹤0.01%
+30
924
$2K ﹤0.01%
+110
925
$2K ﹤0.01%
+75
35 36
37
38 39