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TWM

Tradition Wealth Management Portfolio holdings

AUM $1.41B
1-Year Est. Return 19.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.71%
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
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%
+3
952
$1K ﹤0.01%
+100
953
$1K ﹤0.01%
+40
954
$1K ﹤0.01%
+30
955
$1K ﹤0.01%
+20
956
$1K ﹤0.01%
+67
957
$1K ﹤0.01%
+25
958
$1K ﹤0.01%
+18
959
$1K ﹤0.01%
+60
960
$1K ﹤0.01%
+75
961
$1K ﹤0.01%
+60
962
$1K ﹤0.01%
+18
963
$1K ﹤0.01%
+80
964
$1K ﹤0.01%
+175
965
$1K ﹤0.01%
+320
966
$1K ﹤0.01%
+37
967
$1K ﹤0.01%
+50
968
$1K ﹤0.01%
+67
969
$1K ﹤0.01%
+24
970
$1K ﹤0.01%
+5
971
$1K ﹤0.01%
+5
972
$1K ﹤0.01%
+40
973
$1K ﹤0.01%
+35
974
$1K ﹤0.01%
+63
975
$1K ﹤0.01%
+95
37 38
39
40 41