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
$1.05B
AUM Growth
-$54.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
344
New
Increased
Reduced
Closed

Top Buys

1
+$5.08M
2
+$3.2M
3
+$3.14M
4
NOW icon
ServiceNow
NOW
+$1.74M
5
FBND icon
Fidelity Total Bond ETF
FBND
+$1.69M

Top Sells

1
+$11.3M
2
+$4.78M
3
+$2.81M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$1.69M
5
MRK icon
Merck
MRK
+$911K

Sector Composition

1 Technology 17.37%
2 Financials 13.57%
3 Healthcare 10.08%
4 Consumer Discretionary 8.82%
5 Industrials 7.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$297K 0.03%
6,338
+625
277
$294K 0.03%
922
-126
278
$293K 0.03%
935
+24
279
$293K 0.03%
604
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280
$292K 0.03%
3,249
-14
281
$290K 0.03%
3,408
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282
$289K 0.03%
3,142
283
$287K 0.03%
1,863
+248
284
$286K 0.03%
2,785
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285
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426
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286
$282K 0.03%
1,038
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287
$278K 0.03%
+3,809
288
$275K 0.03%
5,291
-500
289
$269K 0.03%
3,097
+518
290
$269K 0.03%
1,016
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291
$269K 0.03%
11,831
+1,185
292
$269K 0.03%
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293
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2,806
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294
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8,551
295
$266K 0.03%
4,153
-300
296
$265K 0.03%
8,000
297
$264K 0.03%
2,745
-240
298
$264K 0.03%
4,014
+340
299
$263K 0.03%
4,308
+550
300
$262K 0.03%
826
-195
10 11
12
13 14