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
$1.04B
AUM Growth
+$82.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
341
New
Increased
Reduced
Closed

Top Buys

1
+$6.99M
2
+$4.46M
3
+$4.04M
4
BINC icon
BlackRock Flexible Income ETF
BINC
+$3.77M
5
ORCL icon
Oracle
ORCL
+$3.63M

Top Sells

1
+$5.99M
2
+$3.73M
3
+$2.15M
4
NVDA icon
NVIDIA
NVDA
+$1.86M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.78M

Sector Composition

1 Technology 18.27%
2 Healthcare 10.98%
3 Financials 10.93%
4 Industrials 8.43%
5 Consumer Discretionary 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$315K 0.03%
2,167
-72
252
$310K 0.03%
3,577
-1,021
253
$306K 0.03%
4,708
254
$304K 0.03%
+2,312
255
$296K 0.03%
3,044
+269
256
$296K 0.03%
3,789
257
$294K 0.03%
7,562
-417
258
$293K 0.03%
4,057
259
$291K 0.03%
+2,250
260
$290K 0.03%
+1,823
261
$289K 0.03%
4,020
262
$284K 0.03%
486
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263
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1,180
-104
264
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2,982
-8,990
265
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2,855
-14
266
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-60
267
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1,604
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268
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269
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+2,963
270
$258K 0.02%
+1,880
271
$255K 0.02%
4,492
272
$255K 0.02%
2,491
-167
273
$253K 0.02%
819
-44
274
$252K 0.02%
+3,110
275
$252K 0.02%
1,295
+100
9 10
11
12 13