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
$1.02B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
326
New
Increased
Reduced
Closed

Top Buys

1
+$83.2M
2
+$38.5M
3
+$31.1M
4
BNL icon
Broadstone Net Lease
BNL
+$29.6M
5
AMZN icon
Amazon
AMZN
+$28.2M

Top Sells

No sells this quarter

Sector Composition

1 Technology 17.15%
2 Healthcare 11.73%
3 Financials 11.25%
4 Industrials 9.01%
5 Consumer Discretionary 8.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$249K 0.02%
+8,751
302
$248K 0.02%
+3,607
303
$248K 0.02%
+2,506
304
$247K 0.02%
+2,756
305
$245K 0.02%
+6,815
306
$239K 0.02%
+2,220
307
$239K 0.02%
+1,794
308
$239K 0.02%
+3,735
309
$234K 0.02%
+3,258
310
$234K 0.02%
+1,537
311
$227K 0.02%
+8,000
312
$226K 0.02%
+488
313
$223K 0.02%
+2,343
314
$223K 0.02%
+1,058
315
$223K 0.02%
+2,741
316
$223K 0.02%
+2,035
317
$221K 0.02%
+6,864
318
$220K 0.02%
+16,587
319
$219K 0.02%
+10,010
320
$218K 0.02%
+1,741
321
$211K 0.02%
+1,580
322
$208K 0.02%
+4,020
323
$206K 0.02%
+2,726
324
$205K 0.02%
+1,916
325
$194K 0.02%
+12,912
10 11 12
13
14