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
$149M
AUM Growth
+$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$9.87M
2
+$7.22M
3
+$4.09M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$3.63M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$2.85M

Top Sells

1
+$5.86M
2
+$4.31M
3
+$2.9M
4
DISCK
Discovery, Inc. Series C Common Stock
DISCK
+$1.37M
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$946K

Sector Composition

1 Healthcare 15.06%
2 Financials 10.78%
3 Industrials 10.11%
4 Consumer Staples 9.19%
5 Communication Services 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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