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
951
$2K ﹤0.01%
+500
952
$2K ﹤0.01%
+130
953
$2K ﹤0.01%
+14
954
$2K ﹤0.01%
+63
955
$1K ﹤0.01%
+45
956
$1K ﹤0.01%
+161
957
$1K ﹤0.01%
+55
958
$1K ﹤0.01%
+30
959
$1K ﹤0.01%
+5
960
$1K ﹤0.01%
+67
961
$1K ﹤0.01%
+25
962
$1K ﹤0.01%
+18
963
$1K ﹤0.01%
+4
964
$1K ﹤0.01%
+60
965
$1K ﹤0.01%
+5,000
966
$1K ﹤0.01%
+30
967
$1K ﹤0.01%
+63
968
$1K ﹤0.01%
+75
969
$1K ﹤0.01%
+250
970
$1K ﹤0.01%
+95
971
$1K ﹤0.01%
+26
972
$1K ﹤0.01%
+18
973
$1K ﹤0.01%
+10
974
$1K ﹤0.01%
+10
975
$1K ﹤0.01%
+17
37 38
39
40 41