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
426
$14K 0.01%
+231
427
$13K 0.01%
+500
428
$12K 0.01%
+500
429
$12K 0.01%
+500
430
$12K 0.01%
+148
431
$12K 0.01%
+210
432
$12K 0.01%
+500
433
$12K 0.01%
+1,250
434
$12K 0.01%
+570
435
$12K 0.01%
+702
436
$12K 0.01%
+3
437
$12K 0.01%
+490
438
$12K 0.01%
+400
439
$12K 0.01%
+500
440
$11K 0.01%
+500
441
$11K 0.01%
+780
442
$11K 0.01%
+255
443
$11K 0.01%
+653
444
$11K 0.01%
+430
445
$11K 0.01%
+286
446
$11K 0.01%
+525
447
$11K 0.01%
+155
448
$11K 0.01%
+500
449
$11K 0.01%
+1,068
450
$10K 0.01%
+305
16 17
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