Tradition Wealth Management, LLC

CIK Number: 0001843010

1.12B
Market Value
338
# of Holdings
11 months
Avg. Holding Period
76.27%
Win Rate
3.14%
Peformance 3-Years
Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight
1 Schwab Strategi...
28.67
-0.73% 418.31K +0.24% 43.58M 36.73 3.88%
2 Apple Inc
248.10
+0.65% 124.47K -1.65% 29.00M 143.31 2.58%
3
Invesco Exchang...
182.87
-0.33% 155.88K -0.55% 27.93M 139.92 2.49%
4 Schwab Strategi...
35.26
-0.89% 736.78K +2.66% 27.53M 31.49 2.45%
5 Schwab Strategi...
26.93
-0.37% 306.63K +2.25% 24.64M 42.62 2.20%

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