TWM

Tradition Wealth Management Portfolio holdings

AUM $1.39B
1-Year Est. Return 18.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.78%
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
+$21.7M
2
+$18.6M
3
+$13.6M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$13.3M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$11.4M

Top Sells

No sells this quarter

Sector Composition

1 Technology 4.64%
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
$2K ﹤0.01%
+100
902
$2K ﹤0.01%
+39
903
$2K ﹤0.01%
+28
904
$2K ﹤0.01%
+52
905
$2K ﹤0.01%
+26
906
$2K ﹤0.01%
+20
907
$2K ﹤0.01%
+8
908
$2K ﹤0.01%
+89
909
$2K ﹤0.01%
+30
910
$2K ﹤0.01%
+110
911
$2K ﹤0.01%
+108
912
$2K ﹤0.01%
+112
913
$2K ﹤0.01%
+77
914
$2K ﹤0.01%
+40
915
$2K ﹤0.01%
+100
916
$2K ﹤0.01%
+9
917
$2K ﹤0.01%
+76
918
$2K ﹤0.01%
+100
919
$2K ﹤0.01%
+27
920
$2K ﹤0.01%
+75
921
$2K ﹤0.01%
+20
922
$2K ﹤0.01%
+11
923
$2K ﹤0.01%
+15
924
$2K ﹤0.01%
+166
925
$2K ﹤0.01%
+20
35 36
37
38 39