TSWM
Triangle Securities Wealth Management Portfolio holdings
AUM
$406M
This Quarter Return
+0.51%
1 Year Return
+16.95%
3 Year Return
+63.71%
5 Year Return
+122.29%
10 Year Return
+240.65%
AUM
$144M
AUM Growth
+$144M
(+2.8%)
Cap. Flow
+$4.83M
Cap. Flow
% of AUM
3.34%
Top 10 Holdings %
Top 10 Hldgs %
26.16%
Holding
142
New
8
Increased
53
Reduced
52
Closed
3
Top Buys
| 1 |
Alphabet (Google) Class C
GOOG
|
$1.6M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$1.59M |
| 3 |
Visa
V
|
$890K |
| 4 |
Medtronic
MDT
|
$860K |
| 5 |
Capital One
COF
|
$801K |
Top Sells
| 1 |
COV
COVIDIEN PLC COM SHS NEW (IRELAND)
COV
|
$1.24M |
| 2 |
Wabtec
WAB
|
$595K |
| 3 |
Intel
INTC
|
$475K |
| 4 |
Biogen
BIIB
|
$465K |
| 5 |
Kinder Morgan
KMI
|
$390K |
Sector Composition
| 1 | Healthcare | 16.43% |
| 2 | Industrials | 11.81% |
| 3 | Financials | 10.24% |
| 4 | Energy | 9.75% |
| 5 | Technology | 8.53% |
