TWM
TriaGen Wealth Management Portfolio holdings
AUM
$330M
This Quarter Return
+8.1%
1 Year Return
+21.61%
3 Year Return
+92.79%
5 Year Return
–
10 Year Return
–
AUM
$194M
AUM Growth
+$194M
(+12%)
Cap. Flow
+$8.28M
Cap. Flow
% of AUM
4.27%
Top 10 Holdings %
Top 10 Hldgs %
24.34%
Holding
200
New
37
Increased
47
Reduced
82
Closed
14
Top Buys
| 1 |
Constellation Brands
STZ
|
$3.57M |
| 2 |
Sherwin-Williams
SHW
|
$2.85M |
| 3 |
Direxion Auspice Broad Commodity Strategy ETF
COM
|
$1.87M |
| 4 |
Bath & Body Works
BBWI
|
$1.64M |
| 5 |
Apple
AAPL
|
$1.57M |
Top Sells
| 1 |
Dollar Tree
DLTR
|
$3.47M |
| 2 |
Diodes
DIOD
|
$2.43M |
| 3 |
GE Aerospace
GE
|
$2.41M |
| 4 |
CME Group
CME
|
$1.87M |
| 5 |
Molina Healthcare
MOH
|
$1.68M |
Sector Composition
| 1 | Technology | 10.92% |
| 2 | Industrials | 8.66% |
| 3 | Consumer Discretionary | 8.48% |
| 4 | Healthcare | 8.03% |
| 5 | Financials | 8.03% |
