TWM
Tradition Wealth Management Portfolio holdings
AUM
$1.25B
1-Year Return
14.78%
This Quarter Return
+6.1%
1 Year Return
+14.78%
3 Year Return
+50.7%
5 Year Return
–
10 Year Return
–
AUM
$668M
AUM Growth
+$90.1M
(+16%)
Cap. Flow
+$57.6M
Cap. Flow
% of AUM
8.63%
Top 10 Holdings %
Top 10 Hldgs %
23.63%
Holding
1,202
New
411
Increased
359
Reduced
144
Closed
39
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 5.01% |
| 2 | Financials | 4.2% |
| 3 | Consumer Discretionary | 3.02% |
| 4 | Industrials | 2.81% |
| 5 | Healthcare | 2.72% |
