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
1176
$5K ﹤0.01%
617
-3
1177
$5K ﹤0.01%
+15
1178
$5K ﹤0.01%
+114
1179
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82
1180
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92
+1
1181
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+261
1182
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150
1183
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299
1184
$5K ﹤0.01%
528
+298
1185
$5K ﹤0.01%
2,089
1186
$5K ﹤0.01%
503
-54
1187
$5K ﹤0.01%
69
+1
1188
$5K ﹤0.01%
63
1189
$5K ﹤0.01%
+331
1190
$5K ﹤0.01%
5,148
1191
$5K ﹤0.01%
188
-135
1192
$5K ﹤0.01%
135
1193
$4K ﹤0.01%
+172
1194
$4K ﹤0.01%
50
1195
$4K ﹤0.01%
+200
1196
$4K ﹤0.01%
20
+2
1197
$4K ﹤0.01%
54
1198
$4K ﹤0.01%
50
1199
$4K ﹤0.01%
+88
1200
$4K ﹤0.01%
+154
46 47
48
49 50