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
$259M
AUM Growth
+$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$3.78M
2
+$3.32M
3
+$3.3M
4
NDAQ icon
Nasdaq
NDAQ
+$3.03M
5
GS icon
Goldman Sachs
GS
+$1.96M

Top Sells

1
+$3.93M
2
+$3.14M
3
+$2.21M
4
MDB icon
MongoDB
MDB
+$1.43M
5
MCHP icon
Microchip Technology
MCHP
+$1.41M

Sector Composition

1 Technology 16.74%
2 Financials 8.34%
3 Consumer Discretionary 6.72%
4 Healthcare 6.6%
5 Industrials 4.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.47M 0.57%
10,719
-16
52
$1.44M 0.56%
28,475
-4,532
53
$1.4M 0.54%
31,700
54
$1.36M 0.53%
16,709
+878
55
$1.31M 0.51%
43,710
+18,748
56
$1.31M 0.51%
1,024
+832
57
$1.18M 0.45%
1,602
58
$1.17M 0.45%
23,301
+1,795
59
$1.16M 0.45%
+14,844
60
$1.15M 0.44%
27,265
+4,353
61
$1.13M 0.44%
9,857
-5
62
$1.13M 0.44%
2,234
-2,098
63
$1.13M 0.44%
22,742
-1,853
64
$1.09M 0.42%
21,266
+3,910
65
$1.08M 0.42%
21,607
+6,861
66
$1.06M 0.41%
26,900
67
$1.06M 0.41%
+10,027
68
$1.04M 0.4%
+10,614
69
$982K 0.38%
5,393
+107
70
$933K 0.36%
+7,899
71
$919K 0.35%
5,571
72
$913K 0.35%
3,060
+141
73
$876K 0.34%
15,100
74
$837K 0.32%
9,665
-8
75
$828K 0.32%
2,405
1 2
3
4 5