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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
$668M
AUM Growth
+$90.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,202
New
Increased
Reduced
Closed

Sector Composition

1 Technology 5%
2 Financials 4.2%
3 Consumer Discretionary 3.02%
4 Industrials 2.8%
5 Healthcare 2.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
951
$9K ﹤0.01%
813
-943
952
$9K ﹤0.01%
+188
953
$8K ﹤0.01%
+143
954
$8K ﹤0.01%
+416
955
$8K ﹤0.01%
+200
956
$8K ﹤0.01%
+344
957
$8K ﹤0.01%
+65
958
$8K ﹤0.01%
+44
959
$8K ﹤0.01%
+52
960
$8K ﹤0.01%
+96
961
$8K ﹤0.01%
+241
962
$8K ﹤0.01%
+100
963
$8K ﹤0.01%
+55
964
$8K ﹤0.01%
+102
965
$8K ﹤0.01%
+326
966
$8K ﹤0.01%
+135
967
$8K ﹤0.01%
+275
968
$8K ﹤0.01%
+25
969
$8K ﹤0.01%
+66
970
$8K ﹤0.01%
+110
971
$8K ﹤0.01%
+808
972
$8K ﹤0.01%
+85
973
$7K ﹤0.01%
+301
974
$7K ﹤0.01%
+176
975
$7K ﹤0.01%
+50