TW

TritonPoint Wealth Portfolio holdings

AUM $1.17B
1-Year Est. Return 17.8%
This Quarter Est. Return
1 Year Est. Return
+17.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.02B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
326
New
Increased
Reduced
Closed

Top Buys

1
+$83.2M
2
+$38.5M
3
+$31.1M
4
BNL icon
Broadstone Net Lease
BNL
+$29.6M
5
AMZN icon
Amazon
AMZN
+$28.2M

Top Sells

No sells this quarter

Sector Composition

1 Technology 17.15%
2 Healthcare 11.73%
3 Financials 11.25%
4 Industrials 9.01%
5 Consumer Discretionary 8.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$441K 0.04%
+3,756
227
$439K 0.04%
+3,415
228
$438K 0.04%
+8,677
229
$436K 0.04%
+2,671
230
$432K 0.04%
+31,337
231
$425K 0.04%
+11,744
232
$416K 0.04%
+11,025
233
$414K 0.04%
+11,549
234
$408K 0.04%
+2,788
235
$402K 0.04%
+1,533
236
$400K 0.04%
+10,909
237
$398K 0.04%
+6,115
238
$396K 0.04%
+2,070
239
$395K 0.04%
+4,081
240
$390K 0.04%
+3,605
241
$390K 0.04%
+16,496
242
$375K 0.04%
+5,800
243
$375K 0.04%
+8,828
244
$371K 0.04%
+261
245
$370K 0.04%
+3,528
246
$369K 0.04%
+2,274
247
$368K 0.04%
+1,636
248
$366K 0.04%
+1,389
249
$358K 0.03%
+5,089
250
$352K 0.03%
+5,358
8 9
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