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
$1.02B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
326
New
Increased
Reduced
Closed

Top Buys

1
+$83.2M
2
+$38.5M
3
+$31.1M
4
BNL icon
Broadstone Net Lease
BNL
+$29.6M
5
AMZN icon
Amazon
AMZN
+$28.2M

Top Sells

No sells this quarter

Sector Composition

1 Technology 17.15%
2 Healthcare 11.73%
3 Financials 11.25%
4 Industrials 9.01%
5 Consumer Discretionary 8.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$350K 0.03%
+9,467
252
$347K 0.03%
+2,381
253
$346K 0.03%
+5,694
254
$342K 0.03%
+1,124
255
$337K 0.03%
+2,116
256
$328K 0.03%
+2,226
257
$325K 0.03%
+9,342
258
$322K 0.03%
+1,890
259
$317K 0.03%
+3,348
260
$308K 0.03%
+2,948
261
$305K 0.03%
+2,204
262
$304K 0.03%
+3,990
263
$300K 0.03%
+1,344
264
$299K 0.03%
+5,547
265
$297K 0.03%
+2,842
266
$291K 0.03%
+3,406
267
$291K 0.03%
+12,610
268
$290K 0.03%
+2,877
269
$290K 0.03%
+11,454
270
$289K 0.03%
+2,052
271
$287K 0.03%
+3,378
272
$287K 0.03%
+4,708
273
$285K 0.03%
+4,737
274
$284K 0.03%
+3,832
275
$284K 0.03%
+200
9 10
11
12 13