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
51
$1.65M 0.65%
9,343
-463
52
$1.65M 0.65%
7,521
-75
53
$1.61M 0.64%
13,775
-135
54
$1.57M 0.62%
9,311
-10
55
$1.56M 0.62%
11,020
-370
56
$1.52M 0.6%
6,772
-55
57
$1.49M 0.59%
27,227
+1,580
58
$1.47M 0.58%
31,634
+939
59
$1.45M 0.58%
19,846
-240
60
$1.45M 0.57%
19,252
-634
61
$1.37M 0.54%
40,333
+438
62
$1.37M 0.54%
16,236
+1,635
63
$1.35M 0.54%
17,322
+814
64
$1.34M 0.53%
9,302
+80
65
$1.31M 0.52%
19,413
+150
66
$1.28M 0.51%
4,711
+45
67
$1.27M 0.5%
17,889
+335
68
$1.27M 0.5%
34,058
+1,693
69
$1.25M 0.49%
4,567
+1,120
70
$1.24M 0.49%
5,726
-75
71
$1.22M 0.48%
14,176
-265
72
$1.21M 0.48%
4,580
-30
73
$1.18M 0.47%
39,137
-2,309
74
$1.17M 0.46%
5,499
-50
75
$1.17M 0.46%
30,155
-27
1 2
3
4 5