TWM

TriaGen Wealth Management Portfolio holdings

AUM $387M
1-Year Est. Return 21.72%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$241M
AUM Growth
+$31.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1 +$4.87M
2 +$3.73M
3 +$2.51M
4
META icon
Meta Platforms (Facebook)
META
+$1.93M
5
LRCX icon
Lam Research
LRCX
+$1.9M

Top Sells

1 +$2.42M
2 +$2.28M
3 +$1.71M
4
MDB icon
MongoDB
MDB
+$1.65M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$1.52M

Sector Composition

1 Technology 19.8%
2 Consumer Discretionary 6.98%
3 Financials 6.05%
4 Healthcare 4.75%
5 Industrials 3.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-49,148