TWM

Tradition Wealth Management Portfolio holdings

AUM $1.35B
1-Year Est. Return 17.61%
This Quarter Est. Return
1 Year Est. Return
+17.61%
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%
+76
927
$2K ﹤0.01%
+100
928
$2K ﹤0.01%
+27
929
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+100
930
$2K ﹤0.01%
+39
931
$2K ﹤0.01%
+28
932
$2K ﹤0.01%
+52
933
$2K ﹤0.01%
+26
934
$2K ﹤0.01%
+20
935
$2K ﹤0.01%
+8
936
$2K ﹤0.01%
+89
937
$2K ﹤0.01%
+30
938
$2K ﹤0.01%
+110
939
$2K ﹤0.01%
+75
940
$2K ﹤0.01%
+180
941
$2K ﹤0.01%
+6
942
$2K ﹤0.01%
+85
943
$2K ﹤0.01%
+1
944
$2K ﹤0.01%
+29
945
$2K ﹤0.01%
+50
946
$2K ﹤0.01%
+45
947
$2K ﹤0.01%
+50
948
$2K ﹤0.01%
+190
949
$2K ﹤0.01%
+25
950
$2K ﹤0.01%
+14
36 37
38
39 40