TWM

Tradition Wealth Management Portfolio holdings

AUM $1.39B
1-Year Est. Return 18.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.78%
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
1,429
New
Increased
Reduced
Closed

Top Buys

1
+$5.58M
2
+$5.28M
3
+$3M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.45M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$2.26M

Top Sells

1
+$4.96M
2
+$4.76M
3
+$4.19M
4
DVY icon
iShares Select Dividend ETF
DVY
+$2.81M
5
SLYG icon
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
+$1.11M

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
1126
$6K ﹤0.01%
59
-75
1127
$6K ﹤0.01%
89
+1
1128
$6K ﹤0.01%
+71
1129
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500
1130
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23
+3
1131
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200
1132
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173
+2
1133
$6K ﹤0.01%
7
1134
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41
+5
1135
$6K ﹤0.01%
105
1136
$6K ﹤0.01%
106
1137
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138
1138
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28
+6
1139
$6K ﹤0.01%
75
1140
$6K ﹤0.01%
111
-200
1141
$6K ﹤0.01%
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1142
$6K ﹤0.01%
1,000
1143
$5K ﹤0.01%
300
1144
$5K ﹤0.01%
241
+10
1145
$5K ﹤0.01%
85
+15
1146
$5K ﹤0.01%
200
1147
$5K ﹤0.01%
35
1148
$5K ﹤0.01%
286
+36
1149
$5K ﹤0.01%
307
1150
$5K ﹤0.01%
236
44 45
46
47 48