TW

TritonPoint Wealth Portfolio holdings

AUM $934M
1-Year Est. Return 23.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.17B
AUM Growth
+$85.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
357
New
Increased
Reduced
Closed

Top Buys

1
+$5.92M
2
+$1.7M
3
+$1.52M
4
ADI icon
Analog Devices
ADI
+$1.48M
5
VUG icon
Vanguard Growth ETF
VUG
+$985K

Top Sells

1
+$2.9M
2
+$1.05M
3
+$804K
4
MRK icon
Merck
MRK
+$602K
5
ACN icon
Accenture
ACN
+$575K

Sector Composition

1 Technology 19.34%
2 Financials 13.16%
3 Healthcare 8.27%
4 Consumer Discretionary 8.22%
5 Industrials 7.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$395K 0.03%
1,055
-13
252
$393K 0.03%
950
+3
253
$393K 0.03%
508
-3
254
$390K 0.03%
795
+6
255
$390K 0.03%
2,678
256
$389K 0.03%
3,887
257
$388K 0.03%
845
-55
258
$373K 0.03%
2,877
-300
259
$372K 0.03%
+5,202
260
$372K 0.03%
13,159
+57
261
$368K 0.03%
2,201
-407
262
$367K 0.03%
4,020
263
$362K 0.03%
1,776
-249
264
$361K 0.03%
4,918
-205
265
$360K 0.03%
201
266
$359K 0.03%
4,378
+46
267
$358K 0.03%
1,659
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268
$356K 0.03%
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269
$356K 0.03%
10,910
+95
270
$351K 0.03%
5,236
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271
$347K 0.03%
1,693
-331
272
$346K 0.03%
+482
273
$346K 0.03%
2,747
-9
274
$344K 0.03%
4,425
+12
275
$342K 0.03%
3,503
+136
9 10
11
12 13