TW
TritonPoint Wealth Portfolio holdings
AUM
$1.08B
1-Year Return
14.95%
This Quarter Return
+3.52%
1 Year Return
+14.95%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$1.04B
AUM Growth
+$82.1M
(+8.6%)
Cap. Flow
-$4.96M
Cap. Flow
% of AUM
-0.48%
Top 10 Holdings %
Top 10 Hldgs %
30.62%
Holding
341
New
37
Increased
76
Reduced
183
Closed
23
Top Buys
| 1 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
$6.99M |
| 2 |
ABFL
Abacus FCF Leaders ETF
ABFL
|
$4.46M |
| 3 |
SPDR Portfolio S&P 500 Value ETF
SPYV
|
$4.04M |
| 4 |
BlackRock Flexible Income ETF
BINC
|
$3.77M |
| 5 |
Oracle
ORCL
|
$3.63M |
Top Sells
| 1 |
Broadstone Net Lease
BNL
|
$5.99M |
| 2 |
Cisco
CSCO
|
$3.73M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$2.15M |
| 4 |
NVIDIA
NVDA
|
$1.86M |
| 5 |
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% |
