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
951
$1K ﹤0.01%
+55
952
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+10
953
$1K ﹤0.01%
+10
954
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+17
955
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+3
956
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+5
957
$1K ﹤0.01%
+42
958
$1K ﹤0.01%
+45
959
$1K ﹤0.01%
+17
960
$1K ﹤0.01%
+167
961
$1K ﹤0.01%
+11
962
$1K ﹤0.01%
+33
963
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+26
964
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+28
965
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+29
966
$1K ﹤0.01%
+20
967
$1K ﹤0.01%
+3
968
$1K ﹤0.01%
+100
969
$1K ﹤0.01%
+40
970
$1K ﹤0.01%
+30
971
$1K ﹤0.01%
+5
972
$1K ﹤0.01%
+67
973
$1K ﹤0.01%
+25
974
$1K ﹤0.01%
+18
975
$1K ﹤0.01%
+4
37 38
39
40 41