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
$253M
AUM Growth
+$31.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$3.34M
2
+$2.11M
3
+$753K
4
MSTR icon
Strategy Inc
MSTR
+$455K
5
FCNCA icon
First Citizens BancShares
FCNCA
+$345K

Top Sells

1
+$2.8M
2
+$486K
3
+$395K
4
AAPL icon
Apple
AAPL
+$366K
5
LOW icon
Lowe's Companies
LOW
+$346K

Sector Composition

1 Financials 12.96%
2 Technology 12.78%
3 Healthcare 8.87%
4 Industrials 7.52%
5 Consumer Discretionary 7.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$485K 0.19%
8,985
-50
127
$467K 0.18%
3,923
+50
128
$462K 0.18%
3,875
-120
129
$455K 0.18%
+11,700
130
$452K 0.18%
6,385
-400
131
$450K 0.18%
20,595
+1,055
132
$435K 0.17%
4,960
-100
133
$423K 0.17%
4,535
-25
134
$415K 0.16%
3,449
135
$398K 0.16%
2,425
136
$397K 0.16%
1,672
-385
137
$385K 0.15%
2,542
+625
138
$377K 0.15%
1,062
139
$370K 0.15%
5,330
140
$356K 0.14%
7,355
-3,490
141
$352K 0.14%
1,327
-50
142
$347K 0.14%
1,195
+55
143
$347K 0.14%
6,720
144
$346K 0.14%
2,529
+40
145
$345K 0.14%
+600
146
$344K 0.14%
6,191
147
$343K 0.14%
15,782
+6,090
148
$343K 0.14%
1,321
-180
149
$337K 0.13%
+2,567
150
$327K 0.13%
1,200
3 4 5
6
7