TW
TrinityPoint Wealth Portfolio holdings
AUM
$712M
This Quarter Return
+7.71%
1 Year Return
+23.78%
3 Year Return
+28.46%
5 Year Return
+110.03%
10 Year Return
–
AUM
$439M
AUM Growth
+$439M
(+0.42%)
Cap. Flow
-$22.4M
Cap. Flow
% of AUM
-5.1%
Top 10 Holdings %
Top 10 Hldgs %
27.41%
Holding
301
New
22
Increased
119
Reduced
119
Closed
22
Top Buys
| 1 |
iShares TIPS Bond ETF
TIP
|
$3.56M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$2.83M |
| 3 |
KraneShares CSI China Internet ETF
KWEB
|
$1.43M |
| 4 |
Schwab US Dividend Equity ETF
SCHD
|
$1.21M |
| 5 |
Schwab Municipal Bond ETF
SCMB
|
$842K |
Top Sells
Sector Composition
| 1 | Technology | 14.18% |
| 2 | Healthcare | 12.7% |
| 3 | Industrials | 10.35% |
| 4 | Communication Services | 7.1% |
| 5 | Financials | 7.04% |