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TWM

Tradition Wealth Management Portfolio holdings

AUM $1.41B
1-Year Est. Return 19.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.71%
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
1201
$4K ﹤0.01%
900
1202
$4K ﹤0.01%
615
1203
$4K ﹤0.01%
+81
1204
$4K ﹤0.01%
429
1205
$4K ﹤0.01%
44
-25
1206
$4K ﹤0.01%
150
1207
$4K ﹤0.01%
89
1208
$4K ﹤0.01%
154
1209
$4K ﹤0.01%
57
+1
1210
$4K ﹤0.01%
+9
1211
$4K ﹤0.01%
+25
1212
$4K ﹤0.01%
+121
1213
$4K ﹤0.01%
176
1214
$4K ﹤0.01%
40
1215
$4K ﹤0.01%
+103
1216
$4K ﹤0.01%
208
1217
$4K ﹤0.01%
+53
1218
$4K ﹤0.01%
49
+1
1219
$4K ﹤0.01%
+77
1220
$4K ﹤0.01%
51
-6
1221
$4K ﹤0.01%
250
1222
$4K ﹤0.01%
323
1223
$4K ﹤0.01%
200
-65
1224
$4K ﹤0.01%
186
-54
1225
$4K ﹤0.01%
+50
47 48
49
50 51