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
$210M
AUM Growth
+$13.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1 +$3.28M
2 +$3.27M
3 +$2.42M
4
ANET icon
Arista Networks
ANET
+$2.02M
5
COST icon
Costco
COST
+$1.46M

Top Sells

1 +$3.4M
2 +$2.56M
3 +$2.53M
4
V icon
Visa
V
+$1.75M
5
FAST icon
Fastenal
FAST
+$1.7M

Sector Composition

1 Technology 20.22%
2 Consumer Discretionary 6.92%
3 Financials 6.84%
4 Healthcare 5.59%
5 Industrials 4.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-13,400
177
-31,453