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
$257M
AUM Growth
-$42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1 +$966K
2 +$420K
3 +$380K
4
ROK icon
Rockwell Automation
ROK
+$373K
5
MCO icon
Moody's
MCO
+$325K

Top Sells

1 +$823K
2 +$281K
3 +$254K
4
DAR icon
Darling Ingredients
DAR
+$253K
5
UL icon
Unilever
UL
+$247K

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
-2,625
177
-2,144