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
476
$6K ﹤0.01%
+400
477
$5K ﹤0.01%
+150
478
$5K ﹤0.01%
+304
479
$4K ﹤0.01%
+83
480
$4K ﹤0.01%
+2,193
481
$4K ﹤0.01%
+59
482
$3K ﹤0.01%
+343
483
$3K ﹤0.01%
+200
484
$3K ﹤0.01%
+35
485
$3K ﹤0.01%
+150
486
$2K ﹤0.01%
+200
487
$2K ﹤0.01%
+55
488
$2K ﹤0.01%
+93
489
$2K ﹤0.01%
+100
490
$2K ﹤0.01%
+34
491
$2K ﹤0.01%
+76
492
$1K ﹤0.01%
+20
493
$1K ﹤0.01%
+58
494
$1K ﹤0.01%
+33
495
$0 ﹤0.01%
+9
496
$0 ﹤0.01%
+22
497
$0 ﹤0.01%
+1
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20