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
1201
$4K ﹤0.01%
+36
1202
$4K ﹤0.01%
+53
1203
$4K ﹤0.01%
88
-2,927
1204
$4K ﹤0.01%
900
1205
$4K ﹤0.01%
615
1206
$4K ﹤0.01%
+81
1207
$4K ﹤0.01%
429
1208
$4K ﹤0.01%
44
-25
1209
$4K ﹤0.01%
150
1210
$4K ﹤0.01%
89
1211
$4K ﹤0.01%
+72
1212
$4K ﹤0.01%
203
+3
1213
$4K ﹤0.01%
55
1214
$4K ﹤0.01%
+100
1215
$4K ﹤0.01%
+79
1216
$4K ﹤0.01%
+57
1217
$4K ﹤0.01%
430
-10
1218
$4K ﹤0.01%
154
1219
$4K ﹤0.01%
57
+1
1220
$4K ﹤0.01%
+9
1221
$4K ﹤0.01%
+25
1222
$4K ﹤0.01%
+121
1223
$4K ﹤0.01%
176
1224
$4K ﹤0.01%
40
1225
$4K ﹤0.01%
1,232
+9
47 48
49
50 51