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
1226
$4K ﹤0.01%
154
1227
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57
+1
1228
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+121
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1232
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40
1233
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1,232
+9
1234
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+121
1235
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+107
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850
1237
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1238
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51
-6
1239
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250
1240
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323
1241
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200
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1242
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-54
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1244
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1245
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+21
1246
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276
+10
1247
$4K ﹤0.01%
200
1248
$4K ﹤0.01%
500
1249
$4K ﹤0.01%
32
1250
$4K ﹤0.01%
+87
48 49
50
51 52