We are live on ! Find out more
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
1026
– –
0
1027
$0 ﹤0.01%
+100
1028
$0 ﹤0.01%
+1
1029
$0 ﹤0.01%
+4
1030
$0 ﹤0.01%
+2
1031
$0 ﹤0.01%
+1
1032
$0 ﹤0.01%
+2
1033
$0 ﹤0.01%
+2
1034
– –
0
1035
$0 ﹤0.01%
+6
1036
$0 ﹤0.01%
+3
1037
– –
0
1038
$0 ﹤0.01%
+2
1039
– –
0
1040
– –
0
1041
$0 ﹤0.01%
+4
1042
$0 ﹤0.01%
+8
1043
$0 ﹤0.01%
+150
1044
$0 ﹤0.01%
+35
1045
$0 ﹤0.01%
+56
1046
$0 ﹤0.01%
+110
1047
$0 ﹤0.01%
+495
1048
$0 ﹤0.01%
+50
1049
$0 ﹤0.01%
+333
1050
$0 ﹤0.01%
+100
39 40 41
42
43