TWM

Tradition Wealth Management Portfolio holdings

AUM $1.39B
1-Year Est. Return 18.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.78%
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
+$21.7M
2
+$18.6M
3
+$13.6M
4
SCHV icon
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%
+60
977
$1K ﹤0.01%
+75
978
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+60
979
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+18
980
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+80
981
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+175
982
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+320
983
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+37
984
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+50
985
$1K ﹤0.01%
+67
986
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+24
987
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+5
988
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+5
989
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+40
990
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+35
991
$1K ﹤0.01%
+75
992
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+250
993
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+95
994
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+26
995
$1K ﹤0.01%
+18
996
$1K ﹤0.01%
+525
997
$1K ﹤0.01%
+233
998
$1K ﹤0.01%
+6,001
999
$1K ﹤0.01%
+21
1000
$1K ﹤0.01%
+10
38 39
40
41 42