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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
1001
$1K ﹤0.01%
+167
1002
$1K ﹤0.01%
+11
1003
$1K ﹤0.01%
+33
1004
$0 ﹤0.01%
+11
1005
$0 ﹤0.01%
+5
1006
$0 ﹤0.01%
+12
1007
$0 ﹤0.01%
+1
1008
$0 ﹤0.01%
+5
1009
– –
0
1010
$0 ﹤0.01%
+9
1011
$0 ﹤0.01%
+1
1012
$0 ﹤0.01%
+6
1013
$0 ﹤0.01%
+1
1014
$0 ﹤0.01%
+2
1015
$0 ﹤0.01%
+5
1016
– –
0
1017
$0 ﹤0.01%
+3
1018
$0 ﹤0.01%
+40
1019
$0 ﹤0.01%
+3
1020
$0 ﹤0.01%
+19
1021
$0 ﹤0.01%
+5
1022
$0 ﹤0.01%
+5
1023
$0 ﹤0.01%
+55
1024
$0 ﹤0.01%
+12
1025
$0 ﹤0.01%
+28
39 40
41
42 43