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
1051
$8K ﹤0.01%
292
+7
1052
$8K ﹤0.01%
350
1053
$8K ﹤0.01%
1,875
1054
$8K ﹤0.01%
106
1055
$8K ﹤0.01%
88
+13
1056
$8K ﹤0.01%
547
1057
$8K ﹤0.01%
683
1058
$8K ﹤0.01%
263
1059
$8K ﹤0.01%
327
+100
1060
$8K ﹤0.01%
263
1061
$8K ﹤0.01%
295
-1
1062
$8K ﹤0.01%
71
1063
$8K ﹤0.01%
272
-200
1064
$8K ﹤0.01%
87
1065
$8K ﹤0.01%
105
+35
1066
$8K ﹤0.01%
275
1067
$8K ﹤0.01%
+8,000
1068
$8K ﹤0.01%
439
+7
1069
$8K ﹤0.01%
5,000
1070
$8K ﹤0.01%
57
1071
$8K ﹤0.01%
5,000
1072
$8K ﹤0.01%
73
1073
$8K ﹤0.01%
91
+51
1074
$8K ﹤0.01%
214
1075
$7K ﹤0.01%
75
-48
41 42
43
44 45