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TWM

Tradition Wealth Management Portfolio holdings

AUM $1.41B
1-Year Est. Return 19.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$668M
AUM Growth
+$90.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,202
New
Increased
Reduced
Closed

Sector Composition

1 Technology 5%
2 Financials 4.2%
3 Consumer Discretionary 3.02%
4 Industrials 2.8%
5 Healthcare 2.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
901
$11K ﹤0.01%
+500
902
$11K ﹤0.01%
+1,000
903
$11K ﹤0.01%
130
904
$11K ﹤0.01%
50
905
$11K ﹤0.01%
+195
906
$11K ﹤0.01%
+100
907
$11K ﹤0.01%
71
-4
908
$11K ﹤0.01%
258
909
$11K ﹤0.01%
441
910
$11K ﹤0.01%
+62
911
$11K ﹤0.01%
+60
912
$11K ﹤0.01%
418
-1,051
913
$11K ﹤0.01%
+370
914
$11K ﹤0.01%
+106
915
$11K ﹤0.01%
489
916
$11K ﹤0.01%
33
-4
917
$10K ﹤0.01%
+224
918
$10K ﹤0.01%
+508
919
$10K ﹤0.01%
+298
920
$10K ﹤0.01%
+201
921
$10K ﹤0.01%
111
-552
922
$10K ﹤0.01%
+58
923
$10K ﹤0.01%
+74
924
$10K ﹤0.01%
+400
925
$10K ﹤0.01%
+33