TSWM

Triangle Securities Wealth Management Portfolio holdings

AUM $474M
1-Year Est. Return 18.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$111M
AUM Growth
-$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$1.4M
2
+$1.17M
3
+$477K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$368K
5
GG
Goldcorp Inc
GG
+$359K

Top Sells

1
+$1.99M
2
+$789K
3
+$582K
4
CBI
Chicago Bridge & Iron Nv
CBI
+$451K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$411K

Sector Composition

1 Healthcare 13.42%
2 Industrials 12.07%
3 Financials 11.78%
4 Energy 11.56%
5 Consumer Staples 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-4,250
127
– –
-5,507
128
– –
-1,347
2 3 4 5
6