TWM
TriaGen Wealth Management Portfolio holdings
AUM
$330M
1-Year Return
21.61%
This Quarter Return
-1.49%
1 Year Return
+21.61%
3 Year Return
+92.79%
5 Year Return
–
10 Year Return
–
AUM
$181M
AUM Growth
+$40.3M
(+29%)
Cap. Flow
+$44.2M
Cap. Flow
% of AUM
24.38%
Top 10 Holdings %
Top 10 Hldgs %
29.92%
Holding
183
New
32
Increased
49
Reduced
45
Closed
23
Top Buys
| 1 |
Franklin International Core Dividend Tilt Index ETF
DIVI
|
$5.04M |
| 2 |
Vertex Pharmaceuticals
VRTX
|
$3.58M |
| 3 |
Verra Mobility
VRRM
|
$3.31M |
| 4 |
T-Mobile US
TMUS
|
$3.27M |
| 5 |
SiriusXM
SIRI
|
$3.06M |
Top Sells
| 1 |
Direxion Auspice Broad Commodity Strategy ETF
COM
|
$3.85M |
| 2 |
Halozyme
HALO
|
$1.93M |
| 3 |
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
|
$1.88M |
| 4 |
Humana
HUM
|
$1.72M |
| 5 |
Bristol-Myers Squibb
BMY
|
$1.66M |
Sector Composition
| 1 | Technology | 14.23% |
| 2 | Healthcare | 8.97% |
| 3 | Consumer Discretionary | 8.08% |
| 4 | Energy | 5.8% |
| 5 | Consumer Staples | 4.98% |
