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
$1.05B
AUM Growth
-$54.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
344
New
Increased
Reduced
Closed

Top Buys

1
+$5.08M
2
+$3.2M
3
+$3.14M
4
NOW icon
ServiceNow
NOW
+$1.74M
5
FBND icon
Fidelity Total Bond ETF
FBND
+$1.69M

Top Sells

1
+$11.3M
2
+$4.78M
3
+$2.81M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$1.69M
5
MRK icon
Merck
MRK
+$911K

Sector Composition

1 Technology 17.37%
2 Financials 13.57%
3 Healthcare 10.08%
4 Consumer Discretionary 8.82%
5 Industrials 7.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$446K 0.04%
1,966
+117
227
$435K 0.04%
18,565
-304
228
$431K 0.04%
2,288
-278
229
$429K 0.04%
1,760
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230
$427K 0.04%
3,500
-66
231
$425K 0.04%
8,050
232
$423K 0.04%
5,867
-1,137
233
$422K 0.04%
3,616
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234
$421K 0.04%
2,892
+48
235
$418K 0.04%
4,665
236
$414K 0.04%
23,523
-500
237
$408K 0.04%
606
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238
$408K 0.04%
1,847
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239
$398K 0.04%
1,915
-201
240
$396K 0.04%
1,698
+264
241
$395K 0.04%
6,184
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242
$388K 0.04%
2,280
243
$386K 0.04%
6,481
-2,477
244
$382K 0.04%
2,945
245
$380K 0.04%
2,287
-272
246
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204
-4
247
$375K 0.04%
3,430
-30
248
$371K 0.04%
9,186
-1,907
249
$368K 0.04%
4,035
-96
250
$365K 0.03%
12,892
+2,367
8 9
10
11 12