TWM
TriaGen Wealth Management Portfolio holdings
AUM
$330M
1-Year Return
21.61%
This Quarter Return
+4.03%
1 Year Return
+21.61%
3 Year Return
+92.79%
5 Year Return
–
10 Year Return
–
AUM
$259M
AUM Growth
+$17.9M
(+7.4%)
Cap. Flow
+$11M
Cap. Flow
% of AUM
4.23%
Top 10 Holdings %
Top 10 Hldgs %
37.54%
Holding
176
New
16
Increased
64
Reduced
38
Closed
17
Top Buys
| 1 |
Intuitive Surgical
ISRG
|
+$3.78M |
| 2 |
EOG Resources
EOG
|
+$3.32M |
| 3 |
Quanta Services
PWR
|
+$3.3M |
| 4 |
Nasdaq
NDAQ
|
+$3.03M |
| 5 |
Goldman Sachs
GS
|
+$1.96M |
Top Sells
| 1 |
Arista Networks
ANET
|
+$3.93M |
| 2 |
ConocoPhillips
COP
|
+$3.14M |
| 3 |
Salesforce
CRM
|
+$2.21M |
| 4 |
MongoDB
MDB
|
+$1.43M |
| 5 |
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% |
