TW

TritonPoint Wealth Portfolio holdings

AUM $986M
1-Year Est. Return 21.58%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.1B
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
348
New
Increased
Reduced
Closed

Top Buys

1
+$3.21M
2
+$2.42M
3
+$863K
4
AES icon
AES
AES
+$721K
5
CACI icon
CACI
CACI
+$682K

Top Sells

1
+$3.76M
2
+$3.06M
3
+$890K
4
AMZN icon
Amazon
AMZN
+$642K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$618K

Sector Composition

1 Technology 18.9%
2 Financials 12.57%
3 Healthcare 9.81%
4 Consumer Discretionary 8.99%
5 Industrials 7.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$425K 0.04%
24,023
-27
227
$424K 0.04%
5,571
-1,795
228
$410K 0.04%
2,116
-8
229
$410K 0.04%
4,665
230
$409K 0.04%
1,705
+194
231
$408K 0.04%
1,685
232
$406K 0.04%
2,432
+279
233
$397K 0.04%
2,844
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234
$393K 0.04%
2,149
-352
235
$392K 0.04%
4,127
236
$390K 0.04%
1,991
+122
237
$386K 0.04%
8,050
238
$385K 0.03%
740
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239
$380K 0.03%
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-433
240
$380K 0.03%
1,849
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241
$379K 0.03%
2,280
242
$367K 0.03%
+6,409
243
$360K 0.03%
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244
$357K 0.03%
1,048
-7
245
$357K 0.03%
2,945
246
$356K 0.03%
+1,676
247
$356K 0.03%
6,778
-128
248
$354K 0.03%
1,434
+118
249
$353K 0.03%
1,716
+2
250
$350K 0.03%
3,776
-492
8 9
10
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