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
1176
$5K ﹤0.01%
+15
1177
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+114
1178
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82
1179
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92
+1
1180
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1181
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1182
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299
1183
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528
+298
1184
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2,089
1185
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503
-54
1186
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69
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1188
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+331
1189
$5K ﹤0.01%
5,148
1190
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188
-135
1191
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1192
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1193
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1194
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+53
1195
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49
+1
1196
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50
1197
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+200
1198
$4K ﹤0.01%
20
+2
1199
$4K ﹤0.01%
54
1200
$4K ﹤0.01%
50
46 47
48
49 50