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
$253M
AUM Growth
+$31.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$3.34M
2
+$2.11M
3
+$753K
4
MSTR icon
Strategy Inc
MSTR
+$455K
5
FCNCA icon
First Citizens BancShares
FCNCA
+$345K

Top Sells

1
+$2.8M
2
+$486K
3
+$395K
4
AAPL icon
Apple
AAPL
+$366K
5
LOW icon
Lowe's Companies
LOW
+$346K

Sector Composition

1 Financials 12.96%
2 Technology 12.78%
3 Healthcare 8.87%
4 Industrials 7.52%
5 Consumer Discretionary 7.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.46M 0.98%
9,344
+67
27
$2.44M 0.97%
39,323
-150
28
$2.34M 0.93%
25,510
-436
29
$2.3M 0.91%
9,931
-25
30
$2.21M 0.87%
53,565
-4,934
31
$2.18M 0.86%
28,201
-311
32
$2.12M 0.84%
9,528
-61
33
$2.11M 0.84%
+52,190
34
$2.06M 0.82%
8,972
-405
35
$2.06M 0.81%
39,250
+320
36
$2.05M 0.81%
28,646
+332
37
$2.01M 0.8%
62,877
+783
38
$1.94M 0.77%
24,092
-775
39
$1.93M 0.76%
86,736
40
$1.92M 0.76%
28,120
+798
41
$1.91M 0.76%
30,995
+292
42
$1.89M 0.75%
5,386
+115
43
$1.86M 0.74%
42,420
-1,250
44
$1.84M 0.73%
7,536
+72
45
$1.83M 0.73%
28,341
-319
46
$1.81M 0.72%
9,971
-199
47
$1.77M 0.7%
35,590
+441
48
$1.77M 0.7%
9,362
+366
49
$1.7M 0.67%
4,545
-182
50
$1.67M 0.66%
20,488
-368
1
2
3 4 5