TW

TritonPoint Wealth Portfolio holdings

AUM $986M
1-Year Est. Return 21.58%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.08B
AUM Growth
+$30.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
361
New
Increased
Reduced
Closed

Top Buys

1
+$526K
2
+$522K
3
+$497K
4
FISV
Fiserv Inc
FISV
+$343K
5
BK icon
Bank of New York Mellon
BK
+$320K

Top Sells

1
+$2.87M
2
+$2.67M
3
+$2.65M
4
AAPL icon
Apple
AAPL
+$2.26M
5
LULU icon
lululemon athletica
LULU
+$1.63M

Sector Composition

1 Technology 18.23%
2 Financials 13.72%
3 Healthcare 8.81%
4 Consumer Discretionary 8.79%
5 Industrials 7.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$320K 0.03%
7,395
+821
277
$317K 0.03%
3,789
278
$314K 0.03%
3,410
+2
279
$313K 0.03%
5,246
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280
$310K 0.03%
10,815
-98
281
$309K 0.03%
992
-2
282
$308K 0.03%
878
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283
$303K 0.03%
926
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284
$302K 0.03%
3,046
-198
285
$297K 0.03%
4,736
286
$293K 0.03%
1,094
+78
287
$289K 0.03%
3,080
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288
$284K 0.03%
1,634
-11
289
$280K 0.03%
4,492
290
$275K 0.03%
2,550
-195
291
$271K 0.03%
1,860
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292
$268K 0.02%
601
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293
$266K 0.02%
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-26
294
$266K 0.02%
2,373
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295
$264K 0.02%
2,000
296
$263K 0.02%
1,899
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297
$263K 0.02%
4,834
+117
298
$262K 0.02%
11,846
+46
299
$260K 0.02%
2,040
+35
300
$259K 0.02%
887
-35
10 11
12
13 14