TWM

Tradition Wealth Management Portfolio holdings

AUM $1.25B
1-Year Est. Return 14.78%
This Quarter Est. Return
1 Year Est. Return
+14.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$856M
AUM Growth
+$52.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,428
New
Increased
Reduced
Closed

Top Buys

1
+$5.79M
2
+$5.19M
3
+$3.05M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.54M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$2.37M

Top Sells

1
+$5.24M
2
+$4.82M
3
+$4.15M
4
DVY icon
iShares Select Dividend ETF
DVY
+$2.79M
5
SLYG icon
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
+$1.17M

Sector Composition

1 Technology 6.86%
2 Financials 3.67%
3 Consumer Discretionary 3.01%
4 Healthcare 2.7%
5 Industrials 2.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1026
$9K ﹤0.01%
50
1027
$9K ﹤0.01%
+316
1028
$9K ﹤0.01%
+236
1029
$9K ﹤0.01%
281
1030
$9K ﹤0.01%
54
1031
$9K ﹤0.01%
100
-5
1032
$9K ﹤0.01%
163
-28
1033
$9K ﹤0.01%
202
-116
1034
$9K ﹤0.01%
+94
1035
$9K ﹤0.01%
1,216
1036
$9K ﹤0.01%
361
-247
1037
$9K ﹤0.01%
70
-31
1038
$9K ﹤0.01%
85
1039
$9K ﹤0.01%
100
1040
$9K ﹤0.01%
397
-95
1041
$9K ﹤0.01%
500
1042
$9K ﹤0.01%
700
1043
$9K ﹤0.01%
+1,360
1044
$9K ﹤0.01%
500
1045
$9K ﹤0.01%
40
1046
$9K ﹤0.01%
+500
1047
$8K ﹤0.01%
36
+2
1048
$8K ﹤0.01%
142
+22
1049
$8K ﹤0.01%
+105
1050
$8K ﹤0.01%
230
+5
40 41
42
43 44