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
$245M
AUM Growth
-$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1 +$3.99M
2 +$845K
3 +$628K
4
ICE icon
Intercontinental Exchange
ICE
+$581K
5
LYV icon
Live Nation Entertainment
LYV
+$550K

Top Sells

1 +$766K
2 +$658K
3 +$557K
4
BUD icon
AB InBev
BUD
+$409K
5
C icon
Citigroup
C
+$296K

Sector Composition

1 Financials 14.08%
2 Healthcare 10.24%
3 Technology 10.2%
4 Industrials 7.17%
5 Consumer Discretionary 6.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-7,585
177
-4,015