TW
TrinityPoint Wealth Portfolio holdings
AUM
$712M
1-Year Est. Return
23.78%
1 Year Est. Return
+23.78%
AUM
$712M
AUM Growth
+$16.1M
(+2.3%)
Holding
355
Top Buys
| 1 | +$2.22M | |
| 2 | +$2.08M | |
| 3 | +$1.91M | |
| 4 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$1.86M |
| 5 |
Texas Instruments
TXN
|
+$1.61M |
Top Sells
| 1 | +$2.65M | |
| 2 | +$1.97M | |
| 3 | +$1.88M | |
| 4 |
Duke Energy
DUK
|
+$1.87M |
| 5 |
Nike
NKE
|
+$1.34M |
Sector Composition
| 1 | Technology | 18.57% |
| 2 | Healthcare | 9.23% |
| 3 | Industrials | 8.07% |
| 4 | Financials | 7.63% |
| 5 | Communication Services | 7.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
351
Real Estate Select Sector SPDR Fund
XLRE
$7.84B
| – | – |
-20,155
|
|
||
352
Utilities Select Sector SPDR Fund
XLU
$22.5B
| – | – |
-23,261
|
|
||
353
Regeneron Pharmaceuticals
REGN
$61.3B
| – | – |
-258
|
|
||
354
Rockwell Automation
ROK
$39.1B
| – | – |
-903
|
|
||
355
Super Micro Computer
SMCI
$31B
| – | – |
-11,770
|
|