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
$957M
AUM Growth
-$68.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
327
New
Increased
Reduced
Closed

Top Buys

1
+$3.54M
2
+$1.95M
3
+$1.31M
4
MAR icon
Marriott International
MAR
+$1.26M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.11M

Top Sells

1
+$38.1M
2
+$28M
3
+$13.1M
4
CTVA icon
Corteva
CTVA
+$9.42M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$7.54M

Sector Composition

1 Technology 16.65%
2 Healthcare 11.81%
3 Financials 11.21%
4 Industrials 9.13%
5 Consumer Discretionary 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$268K 0.03%
928
-1
277
$268K 0.03%
4,020
278
$267K 0.03%
4,057
-100
279
$265K 0.03%
1,770
+75
280
$265K 0.03%
7,235
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281
$264K 0.03%
692
+6
282
$261K 0.03%
5,416
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283
$260K 0.03%
2,775
-86
284
$255K 0.03%
6,431
285
$254K 0.03%
1,195
-350
286
$254K 0.03%
1,612
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287
$254K 0.03%
1,307
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288
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4,492
289
$250K 0.03%
6,764
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290
$249K 0.03%
8,751
291
$247K 0.03%
3,479
-2,625
292
$242K 0.03%
2,869
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293
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2,645
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294
$239K 0.03%
9,452
+6,946
295
$235K 0.02%
3,263
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296
$234K 0.02%
1,761
-33
297
$227K 0.02%
8,000
298
$226K 0.02%
1,474
-63
299
$223K 0.02%
2,035
300
$222K 0.02%
497
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10 11
12
13 14