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
1076
$7K ﹤0.01%
141
+24
1077
$7K ﹤0.01%
+117
1078
$7K ﹤0.01%
293
1079
$7K ﹤0.01%
55
+10
1080
$7K ﹤0.01%
500
1081
$7K ﹤0.01%
121
+1
1082
$7K ﹤0.01%
129
1083
$7K ﹤0.01%
+138
1084
$7K ﹤0.01%
+73
1085
$7K ﹤0.01%
487
+50
1086
$7K ﹤0.01%
212
1087
$7K ﹤0.01%
500
+100
1088
$7K ﹤0.01%
257
+7
1089
$7K ﹤0.01%
200
1090
$7K ﹤0.01%
105
1091
$7K ﹤0.01%
5,399
1092
$7K ﹤0.01%
+142
1093
$7K ﹤0.01%
492
1094
$7K ﹤0.01%
+232
1095
$7K ﹤0.01%
92
+16
1096
$7K ﹤0.01%
100
+6
1097
$7K ﹤0.01%
14,300
1098
$7K ﹤0.01%
+145
1099
$7K ﹤0.01%
558
+11
1100
$7K ﹤0.01%
99
+24
42 43
44
45 46