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
926
$2K ﹤0.01%
+4
927
$2K ﹤0.01%
+11
928
$2K ﹤0.01%
+15
929
$2K ﹤0.01%
+166
930
$2K ﹤0.01%
+20
931
$2K ﹤0.01%
+3
932
$2K ﹤0.01%
+64
933
$2K ﹤0.01%
+16
934
$2K ﹤0.01%
+65
935
$2K ﹤0.01%
+29
936
$2K ﹤0.01%
+80
937
$2K ﹤0.01%
+180
938
$2K ﹤0.01%
+6
939
$2K ﹤0.01%
+85
940
$2K ﹤0.01%
+1
941
$2K ﹤0.01%
+29
942
$2K ﹤0.01%
+50
943
$2K ﹤0.01%
+45
944
$2K ﹤0.01%
+50
945
$2K ﹤0.01%
+190
946
$2K ﹤0.01%
+25
947
$2K ﹤0.01%
+14
948
$2K ﹤0.01%
+500
949
$2K ﹤0.01%
+130
950
$2K ﹤0.01%
+14
36 37
38
39 40