TWM
Tradition Wealth Management Portfolio holdings
AUM
$1.25B
1-Year Return
14.78%
This Quarter Return
-1%
1 Year Return
+14.78%
3 Year Return
+50.7%
5 Year Return
–
10 Year Return
–
AUM
$703M
AUM Growth
+$34.7M
(+5.2%)
Cap. Flow
+$43.7M
Cap. Flow
% of AUM
6.22%
Top 10 Holdings %
Top 10 Hldgs %
24.45%
Holding
1,241
New
78
Increased
408
Reduced
140
Closed
88
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 4.85% |
| 2 | Financials | 4.33% |
| 3 | Consumer Discretionary | 2.66% |
| 4 | Healthcare | 2.5% |
| 5 | Industrials | 2.37% |
