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
$1.09B
AUM Growth
+$55.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
343
New
Increased
Reduced
Closed

Top Buys

1
+$5.65M
2
+$3.77M
3
+$1.83M
4
MSFT icon
Microsoft
MSFT
+$1.28M
5
ORCL icon
Oracle
ORCL
+$1.21M

Top Sells

1
+$6.24M
2
+$3.67M
3
+$3.22M
4
AY
Atlantica Sustainable Infrastructure plc Ordinary Shares
AY
+$1.82M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.65M

Sector Composition

1 Technology 18.31%
2 Financials 11.68%
3 Healthcare 11.15%
4 Consumer Discretionary 8.71%
5 Industrials 7.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$281K 0.03%
2,872
-110
277
$279K 0.03%
2,544
-7
278
$274K 0.03%
4,110
-225
279
$272K 0.02%
1,880
280
$272K 0.02%
4,736
-1
281
$270K 0.02%
5,321
282
$270K 0.02%
6,483
+711
283
$269K 0.02%
11,232
+421
284
$268K 0.02%
4,057
285
$268K 0.02%
928
+5
286
$268K 0.02%
3,040
-70
287
$267K 0.02%
819
288
$266K 0.02%
898
+15
289
$266K 0.02%
3,263
290
$263K 0.02%
5,791
-1,337
291
$261K 0.02%
4,153
292
$260K 0.02%
2,421
+109
293
$257K 0.02%
+6,968
294
$256K 0.02%
2,000
295
$255K 0.02%
3,381
296
$254K 0.02%
2,358
-133
297
$254K 0.02%
325
+38
298
$249K 0.02%
1,757
299
$248K 0.02%
+2,036
300
$247K 0.02%
9,442
10 11
12
13 14