TSWM
Triangle Securities Wealth Management Portfolio holdings
AUM
$406M
1-Year Return
16.95%
This Quarter Return
+1.8%
1 Year Return
+16.95%
3 Year Return
+63.71%
5 Year Return
+122.29%
10 Year Return
+240.65%
AUM
$135M
AUM Growth
–
Cap. Flow
+$135M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
23.22%
Holding
497
New
497
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Exxon Mobil
XOM
|
$5.29M |
| 2 |
KMP
KINDER MORGAN ENER PNTRS L.P.
KMP
|
$3.45M |
| 3 |
Wabtec
WAB
|
$3.21M |
| 4 |
Johnson & Johnson
JNJ
|
$3.05M |
| 5 |
Vanguard Information Technology ETF
VGT
|
$3M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 12.75% |
| 2 | Industrials | 12.61% |
| 3 | Financials | 11.86% |
| 4 | Energy | 11.32% |
| 5 | Consumer Staples | 8.76% |
