TSWM

Triangle Securities Wealth Management Portfolio holdings

AUM $442M
1-Year Est. Return 16.59%
This Quarter Est. Return
1 Year Est. Return
+16.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$135M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
497
New
Increased
Reduced
Closed

Top Buys

1
+$5.29M
2
+$3.45M
3
+$3.21M
4
JNJ icon
Johnson & Johnson
JNJ
+$3.05M
5
VGT icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$17K 0.01%
+1,062
402
$17K 0.01%
+524
403
$17K 0.01%
+521
404
$17K 0.01%
+738
405
$17K 0.01%
+500
406
$17K 0.01%
+500
407
$17K 0.01%
+200
408
$16K 0.01%
+200
409
$16K 0.01%
+2,000
410
$16K 0.01%
+480
411
$16K 0.01%
+411
412
$16K 0.01%
+324
413
$16K 0.01%
+1,302
414
$15K 0.01%
+1,304
415
$15K 0.01%
+366
416
$15K 0.01%
+293
417
$15K 0.01%
+19
418
$15K 0.01%
+551
419
$15K 0.01%
+200
420
$15K 0.01%
+320
421
$15K 0.01%
+138
422
$14K 0.01%
+2,456
423
$14K 0.01%
+947
424
$14K 0.01%
+273
425
$14K 0.01%
+237
15 16
17
18 19