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
$1.05B
AUM Growth
-$54.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
344
New
Increased
Reduced
Closed

Top Buys

1
+$5.08M
2
+$3.2M
3
+$3.14M
4
NOW icon
ServiceNow
NOW
+$1.74M
5
FBND icon
Fidelity Total Bond ETF
FBND
+$1.69M

Top Sells

1
+$11.3M
2
+$4.78M
3
+$2.81M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$1.69M
5
MRK icon
Merck
MRK
+$911K

Sector Composition

1 Technology 17.37%
2 Financials 13.57%
3 Healthcare 10.08%
4 Consumer Discretionary 8.82%
5 Industrials 7.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$362K 0.03%
769
+91
252
$359K 0.03%
3,887
253
$356K 0.03%
2,452
-300
254
$342K 0.03%
5,803
-975
255
$341K 0.03%
4,566
+76
256
$339K 0.03%
499
+85
257
$335K 0.03%
3,324
+284
258
$335K 0.03%
994
+66
259
$335K 0.03%
12,395
+45
260
$335K 0.03%
3,244
+352
261
$332K 0.03%
3,776
262
$330K 0.03%
1,645
+97
263
$329K 0.03%
5,149
-420
264
$326K 0.03%
2,678
265
$318K 0.03%
3,377
-750
266
$317K 0.03%
4,378
+441
267
$312K 0.03%
4,393
+1,483
268
$310K 0.03%
1,728
+285
269
$305K 0.03%
3,700
270
$304K 0.03%
4,708
271
$303K 0.03%
3,789
272
$298K 0.03%
4,736
273
$298K 0.03%
6,574
+601
274
$297K 0.03%
4,020
275
$297K 0.03%
28,072
9 10
11
12 13