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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
1051
$0 ﹤0.01%
+4
1052
$0 ﹤0.01%
+45,025
1053
$0 ﹤0.01%
+105
1054
0
1055
$0 ﹤0.01%
+6
1056
$0 ﹤0.01%
+20
1057
$0 ﹤0.01%
+16
1058
$0 ﹤0.01%
+1
1059
$0 ﹤0.01%
+5
1060
$0 ﹤0.01%
+36
1061
$0 ﹤0.01%
+356