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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
976
$1K ﹤0.01%
+26
977
$1K ﹤0.01%
+18
978
$1K ﹤0.01%
+6,001
979
$1K ﹤0.01%
+75
980
$1K ﹤0.01%
+250
981
$1K ﹤0.01%
+525
982
$1K ﹤0.01%
+233
983
$1K ﹤0.01%
+21
984
$1K ﹤0.01%
+10
985
$1K ﹤0.01%
+28
986
$1K ﹤0.01%
+29
987
$1K ﹤0.01%
+20
988
$1K ﹤0.01%
+5,000
989
$1K ﹤0.01%
+30
990
$1K ﹤0.01%
+4
991
$1K ﹤0.01%
+45
992
$1K ﹤0.01%
+161
993
$1K ﹤0.01%
+55
994
$1K ﹤0.01%
+10
995
$1K ﹤0.01%
+10
996
$1K ﹤0.01%
+17
997
$1K ﹤0.01%
+3
998
$1K ﹤0.01%
+5
999
$1K ﹤0.01%
+42
1000
$1K ﹤0.01%
+17
38 39
40
41 42