TWP
Triad Wealth Partners Portfolio holdings
AUM $322M
AUM
$322M
AUM Growth
+$44.8M (+16%)
Cap. Flow
+$56M
Cap. Flow % of AUM
17.4%
Top 10 Holdings %Top 10 Hldgs %
41.63%
Holding
226
New
53
Increased
107
Reduced
50
Closed
14
Top Buys
| 1 | $6.29M | |
| 2 | $4.21M | |
| 3 | $3.46M | |
| 4 | $3.17M | |
| 5 | $3.13M |
Top Sells
| 1 | $2.79M | |
| 2 | $2.4M | |
| 3 | $2.18M | |
| 4 | $1.33M | |
| 5 | $1.18M |
Sector Composition
| 1 | Technology | 7.21% |
| 2 | Financials | 2.61% |
| 3 | Consumer Discretionary | 2.26% |
| 4 | Healthcare | 2.22% |
| 5 | Communication Services | 2.01% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $0 | 0% | 0 -2,699 | Closed | – |
