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
$1.1B
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
348
New
Increased
Reduced
Closed

Top Buys

1
+$3.2M
2
+$2.31M
3
+$870K
4
VUG icon
Vanguard Growth ETF
VUG
+$647K
5
AES icon
AES
AES
+$621K

Top Sells

1
+$3.76M
2
+$3.45M
3
+$945K
4
AMZN icon
Amazon
AMZN
+$688K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$669K

Sector Composition

1 Technology 18.9%
2 Financials 12.57%
3 Healthcare 9.81%
4 Consumer Discretionary 8.99%
5 Industrials 7.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$290K 0.03%
4,020
277
$288K 0.03%
678
+139
278
$286K 0.03%
2,754
-853
279
$284K 0.03%
899
+1
280
$279K 0.03%
5,791
281
$276K 0.03%
1,548
+115
282
$273K 0.02%
2,864
-8
283
$271K 0.02%
3,040
+279
284
$271K 0.02%
1,443
-66
285
$268K 0.02%
7,148
+665
286
$268K 0.02%
2,892
-5
287
$266K 0.02%
5,569
288
$265K 0.02%
2,004
+124
289
$265K 0.02%
8,000
290
$264K 0.02%
+8,551
291
$261K 0.02%
414
+89
292
$256K 0.02%
3,674
+46
293
$250K 0.02%
2,000
294
$249K 0.02%
1,420
+190
295
$248K 0.02%
1,182
-30
296
$248K 0.02%
+50
297
$247K 0.02%
2,046
-433
298
$247K 0.02%
4,453
+300
299
$246K 0.02%
9,622
+180
300
$243K 0.02%
3,381
10 11
12
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