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
976
$1K ﹤0.01%
+3
977
$1K ﹤0.01%
+5
978
$1K ﹤0.01%
+42
979
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+17
980
$1K ﹤0.01%
+167
981
$1K ﹤0.01%
+11
982
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+33
983
$1K ﹤0.01%
+26
984
$1K ﹤0.01%
+28
985
$1K ﹤0.01%
+29
986
$1K ﹤0.01%
+20
987
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+3
988
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+100
989
$1K ﹤0.01%
+40
990
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+75
991
$1K ﹤0.01%
+60
992
$1K ﹤0.01%
+18
993
$1K ﹤0.01%
+80
994
$1K ﹤0.01%
+175
995
$1K ﹤0.01%
+320
996
$1K ﹤0.01%
+37
997
$1K ﹤0.01%
+50
998
$1K ﹤0.01%
+67
999
$1K ﹤0.01%
+24
1000
$1K ﹤0.01%
+5
38 39
40
41 42