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
$188M
AUM Growth
+$9.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$226K
2
+$207K
3
+$207K
4
EBAY icon
eBay
EBAY
+$193K
5
C icon
Citigroup
C
+$98.4K

Top Sells

1
+$429K
2
+$327K
3
+$236K
4
MPWR icon
Monolithic Power Systems
MPWR
+$224K
5
RY icon
Royal Bank of Canada
RY
+$212K

Sector Composition

1 Financials 11.88%
2 Healthcare 11.28%
3 Industrials 9.64%
4 Technology 9.47%
5 Consumer Staples 7.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.25M 0.66%
15,310
-390
52
$1.23M 0.65%
35,127
-410
53
$1.2M 0.64%
3,216
-60
54
$1.15M 0.61%
11,742
+161
55
$1.14M 0.61%
17,067
+81
56
$1.09M 0.58%
6,218
+96
57
$1.06M 0.57%
15,714
-167
58
$1.06M 0.56%
10,757
+449
59
$994K 0.53%
28,074
+1,110
60
$989K 0.53%
17,993
-334
61
$958K 0.51%
4,506
-40
62
$938K 0.5%
17,823
-395
63
$886K 0.47%
9,338
-339
64
$877K 0.47%
3,445
-185
65
$877K 0.47%
29,768
-40
66
$872K 0.46%
5,427
-429
67
$857K 0.46%
10,111
-391
68
$845K 0.45%
27,006
-750
69
$829K 0.44%
18,518
-193
70
$818K 0.43%
5,127
-145
71
$813K 0.43%
21,450
72
$809K 0.43%
7,573
+110
73
$803K 0.43%
13,181
-655
74
$762K 0.4%
4,863
-185
75
$737K 0.39%
10,226
+27
1 2
3
4 5