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
1276
$3K ﹤0.01%
+114
1277
$3K ﹤0.01%
250
1278
$3K ﹤0.01%
+67
1279
$3K ﹤0.01%
127
1280
$3K ﹤0.01%
102
1281
$3K ﹤0.01%
+40
1282
$3K ﹤0.01%
1,464
-500
1283
$3K ﹤0.01%
+4,035
1284
$3K ﹤0.01%
+120
1285
$3K ﹤0.01%
+100
1286
$3K ﹤0.01%
148
1287
$3K ﹤0.01%
+38
1288
$3K ﹤0.01%
250
1289
$3K ﹤0.01%
+404
1290
$3K ﹤0.01%
136
1291
$3K ﹤0.01%
+64
1292
$3K ﹤0.01%
+40
1293
$3K ﹤0.01%
58
-5
1294
$3K ﹤0.01%
849
1295
$3K ﹤0.01%
200
1296
$3K ﹤0.01%
192
1297
$3K ﹤0.01%
260
1298
$3K ﹤0.01%
500
-150
1299
$3K ﹤0.01%
+60
1300
$3K ﹤0.01%
149
50 51
52
53 54