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
926
$2K ﹤0.01%
+3
927
$2K ﹤0.01%
+64
928
$2K ﹤0.01%
+16
929
$2K ﹤0.01%
+65
930
$2K ﹤0.01%
+29
931
$2K ﹤0.01%
+80
932
$2K ﹤0.01%
+180
933
$2K ﹤0.01%
+6
934
$2K ﹤0.01%
+85
935
$2K ﹤0.01%
+1
936
$2K ﹤0.01%
+29
937
$2K ﹤0.01%
+80
938
$2K ﹤0.01%
+50
939
$2K ﹤0.01%
+45
940
$2K ﹤0.01%
+50
941
$2K ﹤0.01%
+190
942
$2K ﹤0.01%
+25
943
$2K ﹤0.01%
+14
944
$2K ﹤0.01%
+500
945
$2K ﹤0.01%
+130
946
$2K ﹤0.01%
+14
947
$2K ﹤0.01%
+63
948
$2K ﹤0.01%
+195
949
$2K ﹤0.01%
+70
950
$1K ﹤0.01%
+161
36 37
38
39 40