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
$1.08B
AUM Growth
+$30.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
361
New
Increased
Reduced
Closed

Top Buys

1
+$526K
2
+$522K
3
+$497K
4
FISV
Fiserv Inc
FISV
+$343K
5
BK icon
Bank of New York Mellon
BK
+$320K

Top Sells

1
+$2.87M
2
+$2.67M
3
+$2.65M
4
AAPL icon
Apple
AAPL
+$2.26M
5
LULU icon
lululemon athletica
LULU
+$1.63M

Sector Composition

1 Technology 18.23%
2 Financials 13.72%
3 Healthcare 8.81%
4 Consumer Discretionary 8.79%
5 Industrials 7.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$461K 0.04%
1,729
-28
227
$459K 0.04%
900
+131
228
$458K 0.04%
5,999
+132
229
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230
$443K 0.04%
2,531
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231
$442K 0.04%
17,488
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232
$426K 0.04%
476
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233
$424K 0.04%
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234
$416K 0.04%
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235
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2,857
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236
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237
$402K 0.04%
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238
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239
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4,609
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240
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243
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244
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1,729
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245
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246
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247
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249
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1,731
-29
250
$376K 0.03%
4,031
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