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
$123M
AUM Growth
+$8.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1 +$411K
2 +$327K
3 +$276K
4
KMI icon
Kinder Morgan
KMI
+$269K
5
WU icon
Western Union
WU
+$233K

Top Sells

1 +$537K
2 +$350K
3 +$296K
4
GLD icon
SPDR Gold Trust
GLD
+$270K
5
DOC icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-7,213