TWM
TriaGen Wealth Management Portfolio holdings
AUM
$387M
1-Year Est. Return
21.72%
This Fund
S&P 500
1 Year Est. Return
+21.72%
AUM
$387M
AUM Growth
+$3.23M
(+0.84%)
Holding
201
Top Buys
| 1 | +$14.4M | |
| 2 | +$4.38M | |
| 3 | +$3.46M | |
| 4 |
Apple
AAPL
|
+$2.59M |
| 5 |
Medtronic
MDT
|
+$2.45M |
Top Sells
| 1 | +$4.33M | |
| 2 | +$4.28M | |
| 3 | +$3.24M | |
| 4 |
Zscaler
ZS
|
+$3.03M |
| 5 |
eBay
EBAY
|
+$2.89M |
Sector Composition
| 1 | Technology | 19.44% |
| 2 | Healthcare | 6.02% |
| 3 | Financials | 5.54% |
| 4 | Consumer Discretionary | 4.98% |
| 5 | Communication Services | 4.66% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
Progressive
PGR
$125B
| – | – |
-2,622
|
|