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
$1.09B
AUM Growth
+$55.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
343
New
Increased
Reduced
Closed

Top Buys

1
+$5.65M
2
+$3.77M
3
+$1.83M
4
MSFT icon
Microsoft
MSFT
+$1.28M
5
ORCL icon
Oracle
ORCL
+$1.21M

Top Sells

1
+$6.24M
2
+$3.67M
3
+$3.22M
4
AY
Atlantica Sustainable Infrastructure plc Ordinary Shares
AY
+$1.82M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.65M

Sector Composition

1 Technology 18.31%
2 Financials 11.68%
3 Healthcare 11.15%
4 Consumer Discretionary 8.71%
5 Industrials 7.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$334K 0.03%
12,350
-28
252
$332K 0.03%
4,708
253
$329K 0.03%
2,170
+3
254
$329K 0.03%
5,967
-402
255
$323K 0.03%
7,604
+42
256
$322K 0.03%
+1,666
257
$320K 0.03%
4,020
258
$320K 0.03%
+973
259
$317K 0.03%
5,569
-1,176
260
$316K 0.03%
1,509
+214
261
$314K 0.03%
3,789
262
$312K 0.03%
2,999
-45
263
$310K 0.03%
4,492
264
$307K 0.03%
+3,700
265
$306K 0.03%
1,714
+116
266
$305K 0.03%
3,000
+37
267
$305K 0.03%
2,250
268
$303K 0.03%
2,897
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269
$301K 0.03%
3,979
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270
$301K 0.03%
+3,142
271
$301K 0.03%
+1,579
272
$295K 0.03%
2,985
+400
273
$290K 0.03%
890
+36
274
$287K 0.03%
586
+100
275
$285K 0.03%
1,212
+35
9 10
11
12 13