TWM

Tradition Wealth Management Portfolio holdings

AUM $1.39B
1-Year Est. Return 18.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.78%
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
1,429
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
1301
$3K ﹤0.01%
+94
1302
$3K ﹤0.01%
+87
1303
$3K ﹤0.01%
30
1304
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40
1305
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+41
1306
$3K ﹤0.01%
+415
1307
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+164
1308
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60
1309
$3K ﹤0.01%
+1,000
1310
$3K ﹤0.01%
41
1311
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+37
1312
$3K ﹤0.01%
440
1313
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107
+1
1314
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+21
1315
$3K ﹤0.01%
+114
1316
$3K ﹤0.01%
250
1317
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+67
1318
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111
1319
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127
1320
$3K ﹤0.01%
+58
1321
$3K ﹤0.01%
670
1322
$3K ﹤0.01%
209
-64
1323
$3K ﹤0.01%
+240
1324
$3K ﹤0.01%
102
1325
$3K ﹤0.01%
+40
51 52
53
54 55