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
76
$1.14M 0.45%
13,343
-645
77
$1.08M 0.43%
6,389
-715
78
$1.06M 0.42%
6,937
+60
79
$1.04M 0.41%
15,185
+677
80
$1.02M 0.4%
4,151
-342
81
$1.01M 0.4%
18,570
-180
82
$996K 0.39%
31,615
-3,270
83
$993K 0.39%
9,370
-113
84
$991K 0.39%
7,768
-67
85
$963K 0.38%
16,485
+2,822
86
$938K 0.37%
5,520
+255
87
$920K 0.36%
6,295
88
$918K 0.36%
3,750
-45
89
$906K 0.36%
3,576
-88
90
$898K 0.36%
4,185
-110
91
$880K 0.35%
23,340
-305
92
$858K 0.34%
19,173
+1,373
93
$854K 0.34%
18,080
-2,980
94
$843K 0.33%
12,350
95
$837K 0.33%
4,050
+225
96
$823K 0.33%
35,702
-2,510
97
$810K 0.32%
6,230
98
$808K 0.32%
12,882
99
$802K 0.32%
5,391
+96
100
$777K 0.31%
4,930
+155
2 3
4
5 6