TSWM

Triangle Securities Wealth Management Portfolio holdings

AUM $474M
1-Year Est. Return 18.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$257M
AUM Growth
-$42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1 +$1.04M
2 +$493K
3 +$423K
4
BF.B icon
Brown-Forman Class B
BF.B
+$363K
5
MCO icon
Moody's
MCO
+$358K

Top Sells

1 +$827K
2 +$291K
3 +$291K
4
COF icon
Capital One
COF
+$281K
5
DAR icon
Darling Ingredients
DAR
+$253K

Sector Composition

1 Financials 14%
2 Technology 10.95%
3 Healthcare 10.33%
4 Industrials 7.54%
5 Consumer Staples 7.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-1,091
177
-1,085