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
$1.04B
AUM Growth
+$82.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
341
New
Increased
Reduced
Closed

Top Buys

1
+$6.99M
2
+$4.46M
3
+$4.04M
4
BINC icon
BlackRock Flexible Income ETF
BINC
+$3.77M
5
ORCL icon
Oracle
ORCL
+$3.63M

Top Sells

1
+$5.99M
2
+$3.73M
3
+$2.15M
4
NVDA icon
NVIDIA
NVDA
+$1.86M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.78M

Sector Composition

1 Technology 18.27%
2 Healthcare 10.98%
3 Financials 10.93%
4 Industrials 8.43%
5 Consumer Discretionary 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$251K 0.02%
8,000
277
$250K 0.02%
+2,585
278
$248K 0.02%
+1,638
279
$246K 0.02%
1,916
-4,398
280
$246K 0.02%
1,060
-1,261
281
$244K 0.02%
+3,381
282
$243K 0.02%
+3,340
283
$242K 0.02%
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-280
284
$241K 0.02%
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285
$240K 0.02%
9,442
-1,091
286
$239K 0.02%
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287
$239K 0.02%
3,263
288
$238K 0.02%
2,000
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289
$238K 0.02%
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290
$237K 0.02%
+7,048
291
$237K 0.02%
+287
292
$236K 0.02%
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293
$232K 0.02%
4,153
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294
$232K 0.02%
4,737
295
$231K 0.02%
+493
296
$230K 0.02%
+11,870
297
$228K 0.02%
492
-121
298
$226K 0.02%
5,772
+356
299
$225K 0.02%
+1,126
300
$224K 0.02%
883
-989
10 11
12
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