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
126
$313K 0.17%
2,818
-27
127
$310K 0.17%
+9,748
128
$306K 0.17%
+18,801
129
$302K 0.17%
+6,109
130
$299K 0.17%
3,664
+43
131
$293K 0.16%
+21,480
132
$289K 0.16%
+6,342
133
$286K 0.16%
1,333
+17
134
$279K 0.16%
5,858
+3
135
$277K 0.15%
4,956
136
$275K 0.15%
3,825
137
$274K 0.15%
5,253
138
$273K 0.15%
3,648
-1,162
139
$271K 0.15%
+15,000
140
$269K 0.15%
+6,554
141
$266K 0.15%
600
142
$265K 0.15%
12,063
143
$263K 0.15%
2,393
+8
144
$262K 0.15%
+681
145
$261K 0.14%
3,374
146
$251K 0.14%
7,567
147
$245K 0.14%
1,805
148
$244K 0.14%
+9,910
149
$242K 0.13%
2,471
150
$238K 0.13%
1,116
4 5
6
7 8