TW

TrinityPoint Wealth Portfolio holdings

AUM $712M
1-Year Est. Return 23.78%
This Quarter Est. Return
1 Year Est. Return
+23.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$209M
AUM Growth
+$5.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$2.87M
2
+$1.36M
3
+$1.23M
4
CMCSA icon
Comcast
CMCSA
+$1.21M
5
JNJ icon
Johnson & Johnson
JNJ
+$1.13M

Top Sells

1
+$2.6M
2
+$2.14M
3
+$1.61M
4
BMY icon
Bristol-Myers Squibb
BMY
+$1.51M
5
JPM icon
JPMorgan Chase
JPM
+$1.26M

Sector Composition

1 Financials 16.08%
2 Technology 14.49%
3 Healthcare 13.35%
4 Communication Services 10.95%
5 Consumer Discretionary 9.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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