TSWM
Triangle Securities Wealth Management Portfolio holdings
AUM
$406M
This Quarter Return
+9.27%
1 Year Return
+16.95%
3 Year Return
+63.71%
5 Year Return
+122.29%
10 Year Return
+240.65%
AUM
$123M
AUM Growth
+$123M
(+7.4%)
Cap. Flow
-$1.59M
Cap. Flow
% of AUM
-1.29%
Top 10 Holdings %
Top 10 Hldgs %
27.59%
Holding
126
New
8
Increased
29
Reduced
64
Closed
4
Top Buys
| 1 |
Alphabet (Google) Class C
GOOG
|
$411K |
| 2 |
Masco
MAS
|
$327K |
| 3 |
EMC
EMC CORPORATION
EMC
|
$276K |
| 4 |
Kinder Morgan
KMI
|
$269K |
| 5 |
Western Union
WU
|
$233K |
Top Sells
| 1 |
First Citizens BancShares
FCNCA
|
$537K |
| 2 |
NNN REIT
NNN
|
$350K |
| 3 |
GG
Goldcorp Inc
GG
|
$296K |
| 4 |
SPDR Gold Trust
GLD
|
$270K |
| 5 |
Healthpeak Properties
DOC
|
$269K |
Sector Composition
| 1 | Healthcare | 13.53% |
| 2 | Industrials | 13.16% |
| 3 | Energy | 12.04% |
| 4 | Financials | 11.03% |
| 5 | Consumer Staples | 8.62% |