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
$1.02B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
326
New
Increased
Reduced
Closed

Top Buys

1
+$83.2M
2
+$38.5M
3
+$31.1M
4
BNL icon
Broadstone Net Lease
BNL
+$29.6M
5
AMZN icon
Amazon
AMZN
+$28.2M

Top Sells

No sells this quarter

Sector Composition

1 Technology 17.15%
2 Healthcare 11.73%
3 Financials 11.25%
4 Industrials 9.01%
5 Consumer Discretionary 8.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$281K 0.03%
+5,559
277
$276K 0.03%
+3,613
278
$276K 0.03%
+5,485
279
$276K 0.03%
+644
280
$276K 0.03%
+5,862
281
$275K 0.03%
+686
282
$275K 0.03%
+6,266
283
$274K 0.03%
+3,142
284
$274K 0.03%
+4,157
285
$272K 0.03%
+2,459
286
$272K 0.03%
+1,695
287
$271K 0.03%
+7,316
288
$270K 0.03%
+1,420
289
$269K 0.03%
+3,705
290
$268K 0.03%
+929
291
$268K 0.03%
+4,020
292
$267K 0.03%
+7,226
293
$267K 0.03%
+2,861
294
$263K 0.03%
+1,184
295
$263K 0.03%
+1,545
296
$255K 0.02%
+6,431
297
$252K 0.02%
+4,492
298
$252K 0.02%
+6,104
299
$251K 0.02%
+2,840
300
$250K 0.02%
+6,774
10 11
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