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
$296M
AUM Growth
+$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1 +$1.49M
2 +$1.01M
3 +$522K
4
KHC icon
Kraft Heinz
KHC
+$421K
5
NOW icon
ServiceNow
NOW
+$290K

Top Sells

1 +$1.06M
2 +$591K
3 +$519K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$327K
5
VGT icon
Vanguard Information Technology ETF
VGT
+$229K

Sector Composition

1 Financials 14.73%
2 Technology 11.88%
3 Healthcare 8.77%
4 Industrials 7.51%
5 Consumer Discretionary 7.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-6,937