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
1151
$5K ﹤0.01%
307
1152
$5K ﹤0.01%
236
1153
$5K ﹤0.01%
+35
1154
$5K ﹤0.01%
203
1155
$5K ﹤0.01%
23
-9
1156
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21
+11
1157
$5K ﹤0.01%
102
+17
1158
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96
1159
$5K ﹤0.01%
286
+10
1160
$5K ﹤0.01%
238
1161
$5K ﹤0.01%
+129
1162
$5K ﹤0.01%
116
+6
1163
$5K ﹤0.01%
91
-16
1164
$5K ﹤0.01%
52
-1
1165
$5K ﹤0.01%
61
1166
$5K ﹤0.01%
226
1167
$5K ﹤0.01%
1,028
1168
$5K ﹤0.01%
133
-5
1169
$5K ﹤0.01%
80
+5
1170
$5K ﹤0.01%
259
+3
1171
$5K ﹤0.01%
72
1172
$5K ﹤0.01%
400
1173
$5K ﹤0.01%
100
1174
$5K ﹤0.01%
193
1175
$5K ﹤0.01%
13
-16
45 46
47
48 49