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
1301
$3K ﹤0.01%
+94
1302
$3K ﹤0.01%
+87
1303
$3K ﹤0.01%
30
1304
$3K ﹤0.01%
40
1305
$3K ﹤0.01%
+41
1306
$3K ﹤0.01%
+415
1307
$3K ﹤0.01%
+164
1308
$3K ﹤0.01%
60
1309
$3K ﹤0.01%
+1,000
1310
$3K ﹤0.01%
+212
1311
$3K ﹤0.01%
+190
1312
$3K ﹤0.01%
41
1313
$3K ﹤0.01%
+37
1314
$3K ﹤0.01%
440
1315
$3K ﹤0.01%
107
+1
1316
$3K ﹤0.01%
+21
1317
$3K ﹤0.01%
+114
1318
$3K ﹤0.01%
250
1319
$3K ﹤0.01%
+67
1320
$3K ﹤0.01%
111
1321
$3K ﹤0.01%
127
1322
$3K ﹤0.01%
+58
1323
$3K ﹤0.01%
670
1324
$3K ﹤0.01%
209
-64
1325
$3K ﹤0.01%
+240
51 52
53
54 55