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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
1226
$4K ﹤0.01%
+21
1227
$4K ﹤0.01%
276
+10
1228
$4K ﹤0.01%
200
1229
$4K ﹤0.01%
500
1230
$4K ﹤0.01%
32
1231
$4K ﹤0.01%
+87
1232
$4K ﹤0.01%
30
-77
1233
$4K ﹤0.01%
39
+1
1234
$4K ﹤0.01%
+32
1235
$4K ﹤0.01%
+28
1236
$4K ﹤0.01%
67
1237
$4K ﹤0.01%
200
1238
$4K ﹤0.01%
19
1239
$4K ﹤0.01%
89
+1
1240
$4K ﹤0.01%
164
1241
$4K ﹤0.01%
+29
1242
$4K ﹤0.01%
162
+1
1243
$4K ﹤0.01%
2,500
1244
$4K ﹤0.01%
22,095
1245
$4K ﹤0.01%
12
1246
$4K ﹤0.01%
+72
1247
$4K ﹤0.01%
203
+3
1248
$4K ﹤0.01%
110
1249
$4K ﹤0.01%
+100
1250
$4K ﹤0.01%
+79
48 49
50
51 52