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
1251
$4K ﹤0.01%
67
1252
$4K ﹤0.01%
200
1253
$4K ﹤0.01%
19
1254
$4K ﹤0.01%
89
+1
1255
$4K ﹤0.01%
164
1256
$4K ﹤0.01%
+29
1257
$4K ﹤0.01%
162
+1
1258
$4K ﹤0.01%
2,500
1259
$4K ﹤0.01%
+108
1260
$4K ﹤0.01%
22,095
1261
$3K ﹤0.01%
+221
1262
$3K ﹤0.01%
+150
1263
$3K ﹤0.01%
+120
1264
$3K ﹤0.01%
+100
1265
$3K ﹤0.01%
148
1266
$3K ﹤0.01%
+38
1267
$3K ﹤0.01%
250
1268
$3K ﹤0.01%
+404
1269
$3K ﹤0.01%
136
1270
$3K ﹤0.01%
+64
1271
$3K ﹤0.01%
+40
1272
$3K ﹤0.01%
58
-5
1273
$3K ﹤0.01%
849
1274
$3K ﹤0.01%
200
1275
$3K ﹤0.01%
192
49 50
51
52 53