TW

TritonPoint Wealth Portfolio holdings

AUM $934M
1-Year Est. Return 23.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.17B
AUM Growth
+$85.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
357
New
Increased
Reduced
Closed

Top Buys

1
+$5.92M
2
+$1.7M
3
+$1.52M
4
ADI icon
Analog Devices
ADI
+$1.48M
5
VUG icon
Vanguard Growth ETF
VUG
+$985K

Top Sells

1
+$2.9M
2
+$1.05M
3
+$804K
4
MRK icon
Merck
MRK
+$602K
5
ACN icon
Accenture
ACN
+$575K

Sector Composition

1 Technology 19.34%
2 Financials 13.16%
3 Healthcare 8.27%
4 Consumer Discretionary 8.22%
5 Industrials 7.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$339K 0.03%
4,708
277
$338K 0.03%
5,062
-175
278
$332K 0.03%
1,647
-84
279
$332K 0.03%
665
-46
280
$329K 0.03%
3,413
+3
281
$329K 0.03%
3,654
-2,345
282
$328K 0.03%
3,080
-155
283
$321K 0.03%
7,307
-88
284
$320K 0.03%
3,504
+458
285
$320K 0.03%
4,492
286
$319K 0.03%
1,475
-50
287
$314K 0.03%
4,736
288
$313K 0.03%
1,041
+35
289
$308K 0.03%
2,022
-18
290
$308K 0.03%
813
-65
291
$308K 0.03%
1,818
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292
$300K 0.03%
2,500
-50
293
$297K 0.03%
1,063
-31
294
$297K 0.03%
4,226
-408
295
$294K 0.03%
1,601
+31
296
$293K 0.03%
5,974
-183
297
$277K 0.02%
894
+7
298
$277K 0.02%
2,000
299
$276K 0.02%
11,846
300
$273K 0.02%
3,992
10 11
12
13 14