TWM

Tradition Wealth Management Portfolio holdings

AUM $1.25B
1-Year Est. Return 14.78%
This Quarter Est. Return
1 Year Est. Return
+14.78%
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%
+5
977
$1K ﹤0.01%
+67
978
$1K ﹤0.01%
+25
979
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+18
980
$1K ﹤0.01%
+4
981
$1K ﹤0.01%
+60
982
$1K ﹤0.01%
+75
983
$1K ﹤0.01%
+60
984
$1K ﹤0.01%
+18
985
$1K ﹤0.01%
+80
986
$1K ﹤0.01%
+175
987
$1K ﹤0.01%
+320
988
$1K ﹤0.01%
+37
989
$1K ﹤0.01%
+50
990
$1K ﹤0.01%
+67
991
$1K ﹤0.01%
+24
992
$1K ﹤0.01%
+5
993
$1K ﹤0.01%
+5
994
$1K ﹤0.01%
+167
995
$1K ﹤0.01%
+40
996
$1K ﹤0.01%
+35
997
$1K ﹤0.01%
+5,000
998
$1K ﹤0.01%
+30
999
$1K ﹤0.01%
+63
1000
$1K ﹤0.01%
+75
38 39
40
41 42