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
1276
$3K ﹤0.01%
260
1277
$3K ﹤0.01%
500
-150
1278
$3K ﹤0.01%
+60
1279
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149
1280
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200
1281
$3K ﹤0.01%
+49
1282
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48
1283
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+248
1284
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6
1285
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38
1286
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346
1287
$3K ﹤0.01%
+41
1288
$3K ﹤0.01%
280
1289
$3K ﹤0.01%
+84
1290
$3K ﹤0.01%
+53
1291
$3K ﹤0.01%
+194
1292
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122
+1
1293
$3K ﹤0.01%
+223
1294
$3K ﹤0.01%
59
+5
1295
$3K ﹤0.01%
+7
1296
$3K ﹤0.01%
8
-20
1297
$3K ﹤0.01%
+66
1298
$3K ﹤0.01%
88
1299
$3K ﹤0.01%
55
1300
$3K ﹤0.01%
+62
50 51
52
53 54