We are live on
!
Find out more
TWM
Tradition Wealth Management Portfolio holdings
AUM
$1.41B
1-Year Est. Return
19.71%
This Fund
S&P 500
1 Year Est. Return
+19.71%
AUM
$784M
AUM Growth
-$11.2M
(-1.4%)
Holding
1,228
Top Buys
| 1 | +$11.9M | |
| 2 | +$5.32M | |
| 3 | +$4.07M | |
| 4 |
State Street SPDR Bloomberg 1-10 Year TIPS ETF
TIPX
|
+$3.45M |
| 5 |
Core Alternative Capital
CCOR
|
+$1.87M |
Top Sells
| 1 | +$6.64M | |
| 2 | +$3.23M | |
| 3 | +$2.83M | |
| 4 |
iShares MSCI EAFE Growth ETF
EFG
|
+$2.05M |
| 5 |
NYLI Hedge Multi-Strategy Tracker ETF
QAI
|
+$1.77M |
Sector Composition
| 1 | Technology | 4.9% |
| 2 | Financials | 4% |
| 3 | Consumer Discretionary | 3.53% |
| 4 | Healthcare | 2.46% |
| 5 | Industrials | 1.78% |