TWM
TriaGen Wealth Management Portfolio holdings
AUM
$330M
1-Year Return
21.61%
This Quarter Return
+4.42%
1 Year Return
+21.61%
3 Year Return
+92.79%
5 Year Return
–
10 Year Return
–
AUM
$297M
AUM Growth
-$1.86M
(-0.62%)
Cap. Flow
-$8.28M
Cap. Flow
% of AUM
-2.79%
Top 10 Holdings %
Top 10 Hldgs %
43.64%
Holding
191
New
20
Increased
48
Reduced
52
Closed
22
Top Buys
| 1 |
NVIDIA
NVDA
|
$4.95M |
| 2 |
Lowe's Companies
LOW
|
$3.42M |
| 3 |
Chipotle Mexican Grill
CMG
|
$2.01M |
| 4 |
Carnival Corp
CCL
|
$1.82M |
| 5 |
NRG Energy
NRG
|
$1.71M |
Top Sells
| 1 |
Prologis
PLD
|
$3.51M |
| 2 |
Franklin International Core Dividend Tilt Index ETF
DIVI
|
$3.04M |
| 3 |
Tesla
TSLA
|
$2.48M |
| 4 |
Vertex Pharmaceuticals
VRTX
|
$2.08M |
| 5 |
Mastercard
MA
|
$2.05M |
Sector Composition
| 1 | Technology | 24.52% |
| 2 | Financials | 6.69% |
| 3 | Consumer Discretionary | 6.59% |
| 4 | Healthcare | 4.77% |
| 5 | Industrials | 3.77% |
