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

Top Buys

1 +$4.32M
2 +$931K
3 +$726K
4
LYV icon
Live Nation Entertainment
LYV
+$648K
5
ICE icon
Intercontinental Exchange
ICE
+$644K

Top Sells

1 +$786K
2 +$766K
3 +$557K
4
BUD icon
AB InBev
BUD
+$409K
5
CMCSA icon
Comcast
CMCSA
+$372K

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
-4,015
177
-1,009