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
$111M
AUM Growth
-$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$1.13M
2
+$842K
3
+$475K
4
GLD icon
SPDR Gold Trust
GLD
+$419K
5
SLV icon
iShares Silver Trust
SLV
+$378K

Top Sells

1
+$2.67M
2
+$789K
3
+$613K
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
– –
-3,960
127
– –
-14,735
128
– –
-2,876
2 3 4 5
6