TSWM
Triangle Securities Wealth Management Portfolio holdings
AUM
$474M
1-Year Est. Return
18.16%
This Fund
S&P 500
1 Year Est. Return
+18.16%
AUM
$442M
AUM Growth
+$35.4M
(+8.7%)
Holding
207
Top Buys
| 1 | +$2.96M | |
| 2 | +$1.29M | |
| 3 | +$1.13M | |
| 4 |
JPMorgan Chase
JPM
|
+$949K |
| 5 |
Costco
COST
|
+$767K |
Top Sells
| 1 | +$4.89M | |
| 2 | +$1.94M | |
| 3 | +$1.11M | |
| 4 |
EAGL
Eagle Capital Select Equity ETF
EAGL
|
+$993K |
| 5 |
Broadcom
AVGO
|
+$918K |
Sector Composition
| 1 | Financials | 14.45% |
| 2 | Technology | 11.9% |
| 3 | Industrials | 6.19% |
| 4 | Healthcare | 4.91% |
| 5 | Communication Services | 4.78% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
Crown Castle
CCI
$39B
| $206K | 0.05% |
2,139
|
|
||
202
Invesco Financial Preferred ETF
PGF
$745M
| $148K | 0.03% |
10,147
|
|
||
203
Sabre
SABR
$636M
| $19.4K | ﹤0.01% |
10,579
|
|
||
204
Constellation Brands
STZ
$27.1B
| – | – |
-6,849
|
|
||
205
Comcast
CMCSA
$111B
| – | – |
-5,736
|
|
||
206
Stanley Black & Decker
SWK
$13B
| – | – |
-3,180
|
|
||
207
Ball Corp
BALL
$18B
| – | – |
-3,875
|
|