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
1126
$6K ﹤0.01%
3,550
1127
$6K ﹤0.01%
59
-75
1128
$6K ﹤0.01%
23
+3
1129
$6K ﹤0.01%
100
1130
$6K ﹤0.01%
173
+2
1131
$6K ﹤0.01%
7
1132
$6K ﹤0.01%
41
+5
1133
$6K ﹤0.01%
105
1134
$6K ﹤0.01%
106
1135
$6K ﹤0.01%
138
1136
$6K ﹤0.01%
28
+6
1137
$6K ﹤0.01%
75
1138
$6K ﹤0.01%
111
-200
1139
$6K ﹤0.01%
99
1140
$6K ﹤0.01%
1,000
1141
$6K ﹤0.01%
200
1142
$6K ﹤0.01%
89
+1
1143
$6K ﹤0.01%
+71
1144
$6K ﹤0.01%
500
1145
$5K ﹤0.01%
300
1146
$5K ﹤0.01%
241
+10
1147
$5K ﹤0.01%
85
+15
1148
$5K ﹤0.01%
200
1149
$5K ﹤0.01%
35
1150
$5K ﹤0.01%
286
+36
44 45
46
47 48