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
$856M
AUM Growth
+$52.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,428
New
Increased
Reduced
Closed

Top Buys

1
+$5.79M
2
+$5.19M
3
+$3.05M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.54M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$2.37M

Top Sells

1
+$5.24M
2
+$4.82M
3
+$4.15M
4
DVY icon
iShares Select Dividend ETF
DVY
+$2.79M
5
SLYG icon
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
+$1.17M

Sector Composition

1 Technology 6.86%
2 Financials 3.67%
3 Consumer Discretionary 3.01%
4 Healthcare 2.7%
5 Industrials 2.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
$12K ﹤0.01%
517
977
$12K ﹤0.01%
+320
978
$12K ﹤0.01%
840
+225
979
$11K ﹤0.01%
60
980
$11K ﹤0.01%
1,000
981
$11K ﹤0.01%
242
982
$11K ﹤0.01%
1,000
983
$11K ﹤0.01%
889
984
$11K ﹤0.01%
42
-10
985
$11K ﹤0.01%
303
+19
986
$11K ﹤0.01%
1,106
-377
987
$11K ﹤0.01%
500
988
$11K ﹤0.01%
498
989
$11K ﹤0.01%
726
990
$11K ﹤0.01%
4,000
+3,000
991
$11K ﹤0.01%
+485
992
$11K ﹤0.01%
+515
993
$11K ﹤0.01%
585
994
$11K ﹤0.01%
404
-107
995
$10K ﹤0.01%
150
996
$10K ﹤0.01%
344
+144
997
$10K ﹤0.01%
100
998
$10K ﹤0.01%
324
+7
999
$10K ﹤0.01%
366
1000
$10K ﹤0.01%
38
38 39
40
41 42