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
$1.1B
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
348
New
Increased
Reduced
Closed

Top Buys

1
+$3.2M
2
+$2.31M
3
+$870K
4
VUG icon
Vanguard Growth ETF
VUG
+$647K
5
AES icon
AES
AES
+$621K

Top Sells

1
+$3.76M
2
+$3.45M
3
+$945K
4
AMZN icon
Amazon
AMZN
+$688K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$669K

Sector Composition

1 Technology 18.9%
2 Financials 12.57%
3 Healthcare 9.81%
4 Consumer Discretionary 8.99%
5 Industrials 7.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$345K 0.03%
2,678
252
$342K 0.03%
10,731
-84
253
$341K 0.03%
1,021
+202
254
$341K 0.03%
2,801
+765
255
$339K 0.03%
+1,514
256
$338K 0.03%
+2,046
257
$333K 0.03%
2,250
258
$332K 0.03%
4,492
259
$332K 0.03%
999
+26
260
$329K 0.03%
577
-9
261
$321K 0.03%
4,736
262
$319K 0.03%
3,460
+460
263
$317K 0.03%
911
+21
264
$315K 0.03%
928
265
$312K 0.03%
3,263
266
$310K 0.03%
2,051
-119
267
$310K 0.03%
4,708
268
$307K 0.03%
3,789
269
$304K 0.03%
12,350
270
$303K 0.03%
+5,713
271
$301K 0.03%
3,406
+366
272
$301K 0.03%
2,985
273
$301K 0.03%
3,700
274
$300K 0.03%
3,142
275
$291K 0.03%
3,937
-173
9 10
11
12 13