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
$1.04B
AUM Growth
+$82.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
341
New
Increased
Reduced
Closed

Top Buys

1
+$6.99M
2
+$4.46M
3
+$4.04M
4
BINC icon
BlackRock Flexible Income ETF
BINC
+$3.77M
5
ORCL icon
Oracle
ORCL
+$3.63M

Top Sells

1
+$5.99M
2
+$3.73M
3
+$2.15M
4
NVDA icon
NVIDIA
NVDA
+$1.86M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.78M

Sector Composition

1 Technology 18.27%
2 Healthcare 10.98%
3 Financials 10.93%
4 Industrials 8.43%
5 Consumer Discretionary 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$410K 0.04%
1,909
-69
227
$400K 0.04%
4,335
+266
228
$397K 0.04%
9,334
-148
229
$392K 0.04%
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230
$392K 0.04%
+4,665
231
$387K 0.04%
2,212
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232
$380K 0.04%
2,341
-25
233
$364K 0.04%
4,095
-2,983
234
$360K 0.03%
5,693
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235
$358K 0.03%
+12,378
236
$355K 0.03%
1,708
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237
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238
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1,997
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239
$351K 0.03%
1,141
-251
240
$348K 0.03%
207
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241
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242
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243
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3,887
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244
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6,369
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245
$336K 0.03%
5,154
-1,350
246
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2,091
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247
$335K 0.03%
6,318
-1,602
248
$335K 0.03%
10,811
-792
249
$320K 0.03%
2,678
250
$319K 0.03%
1,485
-200
8 9
10
11 12