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
101
$757K 0.3%
18,942
+5,615
102
$753K 0.3%
+3,867
103
$736K 0.29%
3,437
104
$729K 0.29%
4,168
+35
105
$691K 0.27%
18,770
-607
106
$688K 0.27%
2,556
-970
107
$683K 0.27%
8,250
-680
108
$669K 0.26%
1,551
+581
109
$662K 0.26%
3,179
-385
110
$661K 0.26%
2,482
111
$653K 0.26%
13,584
-2,610
112
$651K 0.26%
8,768
-70
113
$648K 0.26%
14,885
114
$638K 0.25%
5,879
+25
115
$627K 0.25%
5,861
116
$599K 0.24%
3,932
-314
117
$583K 0.23%
7,108
-257
118
$583K 0.23%
3,910
119
$578K 0.23%
9,891
-6
120
$557K 0.22%
5,632
-280
121
$543K 0.22%
1,520
+37
122
$506K 0.2%
8,380
+1,748
123
$496K 0.2%
7,700
124
$492K 0.19%
5,114
-250
125
$490K 0.19%
3,470
+1
3 4
5
6 7