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TWM

Tradition Wealth Management Portfolio holdings

AUM $1.41B
1-Year Est. Return 19.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.71%
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%
2 Financials 4.2%
3 Consumer Discretionary 3.02%
4 Industrials 2.8%
5 Healthcare 2.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1101
$3K ﹤0.01%
+24
1102
$3K ﹤0.01%
+175
1103
$3K ﹤0.01%
+3
1104
$3K ﹤0.01%
+64
1105
$3K ﹤0.01%
+80
1106
$3K ﹤0.01%
+19
1107
$3K ﹤0.01%
+49
1108
$3K ﹤0.01%
+100
1109
$3K ﹤0.01%
+45
1110
$3K ﹤0.01%
+100
1111
$3K ﹤0.01%
+40
1112
$3K ﹤0.01%
+40
1113
$3K ﹤0.01%
+180
1114
$3K ﹤0.01%
+50
1115
$3K ﹤0.01%
+25
1116
$3K ﹤0.01%
+2,000
1117
$3K ﹤0.01%
+7
1118
$3K ﹤0.01%
+89
1119
$3K ﹤0.01%
+50
1120
$3K ﹤0.01%
+75
1121
-800
1122
-6,898
1123
-3,000
1124
-300
1125
-200