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
$668M
AUM Growth
+$90.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,202
New
Increased
Reduced
Closed

Sector Composition

1 Technology 5.01%
2 Financials 4.2%
3 Consumer Discretionary 3.02%
4 Industrials 2.81%
5 Healthcare 2.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1051
$5K ﹤0.01%
+3,405
1052
$5K ﹤0.01%
+109
1053
$5K ﹤0.01%
+79
1054
$4K ﹤0.01%
+208
1055
$4K ﹤0.01%
+24
1056
$4K ﹤0.01%
+30
1057
$4K ﹤0.01%
+150
1058
$4K ﹤0.01%
+470
1059
$4K ﹤0.01%
98
-148
1060
$4K ﹤0.01%
+76
1061
$4K ﹤0.01%
+109
1062
$4K ﹤0.01%
75
-925
1063
$4K ﹤0.01%
+94
1064
$4K ﹤0.01%
+6
1065
$4K ﹤0.01%
+101
1066
$4K ﹤0.01%
+250
1067
$4K ﹤0.01%
+116
1068
$4K ﹤0.01%
+15
1069
$4K ﹤0.01%
+25
1070
$4K ﹤0.01%
+1
1071
$4K ﹤0.01%
+48
1072
$4K ﹤0.01%
+72
1073
$4K ﹤0.01%
+68
1074
$4K ﹤0.01%
+69
1075
$4K ﹤0.01%
+190