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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
976
$7K ﹤0.01%
+500
977
$7K ﹤0.01%
+137
978
$7K ﹤0.01%
+2
979
$7K ﹤0.01%
+83
980
$7K ﹤0.01%
+218
981
$7K ﹤0.01%
+1,200
982
$7K ﹤0.01%
+126
983
$7K ﹤0.01%
+105
984
$7K ﹤0.01%
+400
985
$7K ﹤0.01%
+252
986
$7K ﹤0.01%
+70
987
$7K ﹤0.01%
+849
988
$7K ﹤0.01%
+300
989
$7K ﹤0.01%
+138
990
$7K ﹤0.01%
+48
991
$7K ﹤0.01%
+91
992
$7K ﹤0.01%
+340
993
$7K ﹤0.01%
+13
994
$7K ﹤0.01%
+300
995
$7K ﹤0.01%
+2,000
996
$7K ﹤0.01%
+36
997
$7K ﹤0.01%
+308
998
$7K ﹤0.01%
+37
999
$7K ﹤0.01%
+59
1000
$7K ﹤0.01%
265
-10,975