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
$145M
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$7.38M
2
+$1.22M
3
+$894K
4
CRM icon
Salesforce
CRM
+$843K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$815K

Top Sells

1
+$705K
2
+$406K
3
+$374K
4
GSK icon
GSK
GSK
+$328K
5
YHOO
Yahoo Inc
YHOO
+$242K

Sector Composition

1 Healthcare 13.7%
2 Financials 10.92%
3 Industrials 10.83%
4 Consumer Staples 9.47%
5 Technology 7.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-11,233
127
– –
-3,762
128
– –
-6,055
129
– –
-6,626
2 3 4 5
6