TWM

Trinity Wealth Management Portfolio holdings

AUM $267M
1-Year Est. Return 10.85%
This Quarter Est. Return
1 Year Est. Return
+10.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$76.4M
AUM Growth
-$23.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$1.96M
2 +$1.47M
3 +$961K
4
AAPL icon
Apple
AAPL
+$29.2K
5
MSFT icon
Microsoft
MSFT
+$5.53K

Top Sells

1 +$2.07M
2 +$1.72M
3 +$1.47M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.3M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.22M

Sector Composition

1 Technology 1.41%
2 Industrials 0.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-8,329