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
$956M
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,410
New
Increased
Reduced
Closed

Top Buys

1 +$11.5M
2 +$9.58M
3 +$7.65M
4
SAA icon
ProShares Ulta SmallCap600
SAA
+$6.49M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$5.96M

Sector Composition

1 Technology 7.11%
2 Financials 3.8%
3 Consumer Discretionary 2.73%
4 Healthcare 2.48%
5 Industrials 2.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1051
$7K ﹤0.01%
296
+1
1052
$7K ﹤0.01%
91
-9
1053
$7K ﹤0.01%
7
1054
$7K ﹤0.01%
87
1055
$7K ﹤0.01%
156
+18
1056
$7K ﹤0.01%
69
-848
1057
$7K ﹤0.01%
5,000
1058
$7K ﹤0.01%
579
+10
1059
$7K ﹤0.01%
112
1060
$6K ﹤0.01%
224
1061
$6K ﹤0.01%
182
1062
$6K ﹤0.01%
85
1063
$6K ﹤0.01%
50
1064
$6K ﹤0.01%
286
1065
$6K ﹤0.01%
849
1066
$6K ﹤0.01%
236
1067
$6K ﹤0.01%
200
1068
$6K ﹤0.01%
+42
1069
$6K ﹤0.01%
430
1070
$6K ﹤0.01%
291
+5
1071
$6K ﹤0.01%
238
1072
$6K ﹤0.01%
520
1073
$6K ﹤0.01%
226
1074
$6K ﹤0.01%
46
+5
1075
$6K ﹤0.01%
+445