TWM

Tradition Wealth Management Portfolio holdings

AUM $1.35B
1-Year Est. Return 17.61%
This Quarter Est. Return
1 Year Est. Return
+17.61%
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%
203
1177
$5K ﹤0.01%
23
-9
1178
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21
+11
1179
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102
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1180
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1181
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1182
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13
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1183
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1184
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617
-3
1185
$5K ﹤0.01%
528
+298
1186
$5K ﹤0.01%
2,089
1187
$5K ﹤0.01%
503
-54
1188
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69
+1
1189
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63
1190
$5K ﹤0.01%
+331
1191
$5K ﹤0.01%
5,148
1192
$5K ﹤0.01%
188
-135
1193
$4K ﹤0.01%
615
1194
$4K ﹤0.01%
+81
1195
$4K ﹤0.01%
429
1196
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44
-25
1197
$4K ﹤0.01%
150
1198
$4K ﹤0.01%
89
1199
$4K ﹤0.01%
+33
1200
$4K ﹤0.01%
+103
46 47
48
49 50