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
$259M
AUM Growth
+$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1 +$3.78M
2 +$3.32M
3 +$3.3M
4
NDAQ icon
Nasdaq
NDAQ
+$3.03M
5
GS icon
Goldman Sachs
GS
+$1.96M

Top Sells

1 +$3.93M
2 +$3.14M
3 +$2.21M
4
MDB icon
MongoDB
MDB
+$1.43M
5
MCHP icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-2,504