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
$115M
AUM Growth
+$5.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Sells

1 +$9.78M
2 +$97.1K
3 +$59.2K

Sector Composition

1 Technology 1.75%
2 Industrials 0.57%
3 Consumer Discretionary 0.24%
4 Healthcare 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$219K 0.19%
1,720
27
-158,755