TWM

Tradition Wealth Management Portfolio holdings

AUM $1.35B
1-Year Est. Return 17.61%
This Quarter Est. Return
1 Year Est. Return
+17.61%
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
1026
$0 ﹤0.01%
+495
1027
$0 ﹤0.01%
+50
1028
$0 ﹤0.01%
+333
1029
$0 ﹤0.01%
+100
1030
$0 ﹤0.01%
+4
1031
$0 ﹤0.01%
+11
1032
$0 ﹤0.01%
+5
1033
$0 ﹤0.01%
+6
1034
$0 ﹤0.01%
+20
1035
$0 ﹤0.01%
+12
1036
$0 ﹤0.01%
+1
1037
$0 ﹤0.01%
+5
1038
0
1039
$0 ﹤0.01%
+9
1040
$0 ﹤0.01%
+1
1041
$0 ﹤0.01%
+6
1042
$0 ﹤0.01%
+1
1043
$0 ﹤0.01%
+5
1044
$0 ﹤0.01%
+40
1045
$0 ﹤0.01%
+3
1046
$0 ﹤0.01%
+19
1047
$0 ﹤0.01%
+5
1048
$0 ﹤0.01%
+5
1049
$0 ﹤0.01%
+55
1050
$0 ﹤0.01%
+12