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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
1126
-500
1127
-1,265
1128
-200
1129
-1,906
1130
-112
1131
-700
1132
-600
1133
-177,031
1134
-3,679
1135
-1,000
1136
-3,481
1137
-800
1138
-653
1139
-657
1140
-325
1141
-229
1142
-49,100
1143
-653
1144
-406
1145
-12,000
1146
-650
1147
-500
1148
-1,500
1149
-150
1150
-652