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
1226
$4K ﹤0.01%
+121
1227
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+107
1228
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850
1229
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1230
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1231
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208
1232
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49
+1
1233
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+77
1234
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51
-6
1235
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250
1236
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323
1237
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200
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1238
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186
-54
1239
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12
1240
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+50
1241
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1242
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276
+10
1243
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1244
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500
1245
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32
1246
$4K ﹤0.01%
+87
1247
$4K ﹤0.01%
30
-77
1248
$4K ﹤0.01%
39
+1
1249
$4K ﹤0.01%
+32
1250
$4K ﹤0.01%
+28
48 49
50
51 52