TW

TrinityPoint Wealth Portfolio holdings

AUM $712M
1-Year Est. Return 23.8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$252M
AUM Growth
-$43.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1
+$4.08M
2
+$3.81M
3
+$2.09M
4
CVS icon
CVS Health
CVS
+$1.72M
5
PYPL icon
PayPal
PYPL
+$1.72M

Top Sells

1
+$3.23M
2
+$2.83M
3
+$1.45M
4
MDLZ icon
Mondelez International
MDLZ
+$1.26M
5
AAPL icon
Apple
AAPL
+$1.26M

Sector Composition

1 Technology 13.45%
2 Healthcare 13.38%
3 Financials 12.01%
4 Communication Services 8.44%
5 Consumer Discretionary 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
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