TW

TritonPoint Wealth Portfolio holdings

AUM $934M
1-Year Est. Return 23.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.17B
AUM Growth
+$85.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
357
New
Increased
Reduced
Closed

Top Buys

1
+$5.92M
2
+$1.7M
3
+$1.52M
4
ADI icon
Analog Devices
ADI
+$1.48M
5
VUG icon
Vanguard Growth ETF
VUG
+$985K

Top Sells

1
+$2.9M
2
+$1.05M
3
+$804K
4
MRK icon
Merck
MRK
+$602K
5
ACN icon
Accenture
ACN
+$575K

Sector Composition

1 Technology 19.34%
2 Financials 13.16%
3 Healthcare 8.27%
4 Consumer Discretionary 8.22%
5 Industrials 7.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$490K 0.04%
5,355
227
$490K 0.04%
2,263
228
$488K 0.04%
17,494
+6
229
$487K 0.04%
3,008
+151
230
$480K 0.04%
2,340
+3
231
$477K 0.04%
3,770
-400
232
$473K 0.04%
5,319
+1,530
233
$471K 0.04%
2,468
-63
234
$459K 0.04%
1,825
+96
235
$454K 0.04%
469
-8
236
$453K 0.04%
1,835
+106
237
$437K 0.04%
4,665
238
$431K 0.04%
12,440
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239
$426K 0.04%
9,288
+82
240
$419K 0.04%
3,249
-488
241
$416K 0.04%
4,247
+216
242
$415K 0.04%
3,689
+137
243
$415K 0.04%
3,807
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244
$413K 0.04%
4,609
245
$412K 0.04%
6,338
246
$409K 0.04%
2,280
247
$407K 0.03%
2,991
+899
248
$405K 0.03%
5,965
249
$397K 0.03%
941
+15
250
$395K 0.03%
8,000
-50
8 9
10
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