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
$516M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,142
New
Increased
Reduced
Closed

Top Buys

1 +$23M
2 +$19.6M
3 +$14.6M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$14.1M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$12.2M

Top Sells

No sells this quarter

Sector Composition

1 Technology 4.67%
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
1052
0
1053
$0 ﹤0.01%
+4
1054
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+8
1055
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+150
1056
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+36
1057
$0 ﹤0.01%
+356
1058
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+35
1059
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+56
1060
$0 ﹤0.01%
+110
1061
$0 ﹤0.01%
+495
1062
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+50
1063
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+333
1064
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+4
1066
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+45,025
1067
$0 ﹤0.01%
+105