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
$299M
AUM Growth
+$39.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1
+$23.1M
2
+$3.62M
3
+$3.51M
4
NFLX icon
Netflix
NFLX
+$1.94M
5
MA icon
Mastercard
MA
+$1.89M

Top Sells

1
+$3.69M
2
+$3.34M
3
+$3.3M
4
APH icon
Amphenol
APH
+$2.64M
5
LRCX icon
Lam Research
LRCX
+$2.3M

Sector Composition

1 Technology 20.67%
2 Financials 8.01%
3 Healthcare 7.88%
4 Consumer Discretionary 4.72%
5 Industrials 3.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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179
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180
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181
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182
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-1,831
183
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184
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185
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-39,244
186
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4 5 6 7
8