TWM

TriaGen Wealth Management Portfolio holdings

AUM $383M
1-Year Est. Return 22.95%
This Quarter Est. Return
1 Year Est. Return
+22.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$180M
AUM Growth
-$1.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
188
New
Increased
Reduced
Closed

Top Buys

1
+$3.33M
2
+$1.4M
3
+$1.26M
4
INTC icon
Intel
INTC
+$1.26M
5
BSX icon
Boston Scientific
BSX
+$1.21M

Top Sells

1
+$3.31M
2
+$2.57M
3
+$2.28M
4
VUSB icon
Vanguard Ultra-Short Bond ETF
VUSB
+$1.93M
5
DGX icon
Quest Diagnostics
DGX
+$1.83M

Sector Composition

1 Technology 10.62%
2 Healthcare 10.29%
3 Energy 6.31%
4 Consumer Discretionary 6.04%
5 Consumer Staples 4.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.03M 0.57%
17,001
+32
52
$1M 0.56%
29,600
-1,576
53
$986K 0.55%
19,145
+73
54
$983K 0.55%
57,527
-490
55
$946K 0.53%
34,985
+220
56
$900K 0.5%
10,361
+205
57
$878K 0.49%
35,373
+2,291
58
$875K 0.49%
28,115
+1,462
59
$839K 0.47%
5,533
-86
60
$832K 0.46%
8,386
-50
61
$804K 0.45%
55,000
62
$800K 0.44%
29,775
-9,900
63
$794K 0.44%
4,494
64
$787K 0.44%
+8,051
65
$774K 0.43%
+2,063
66
$760K 0.42%
1,433
+47
67
$746K 0.41%
7,389
68
$704K 0.39%
8,375
+45
69
$702K 0.39%
11,700
-300
70
$702K 0.39%
+2,536
71
$693K 0.38%
2,919
-9
72
$690K 0.38%
+8,971
73
$683K 0.38%
2,579
+750
74
$653K 0.36%
4,660
75
$643K 0.36%
20,600
-5,900
1 2
3
4 5