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
$1.04B
AUM Growth
+$82.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
341
New
Increased
Reduced
Closed

Top Buys

1
+$6.52M
2
+$4.37M
3
+$4.05M
4
BINC icon
BlackRock Flexible Income ETF
BINC
+$3.76M
5
CRM icon
Salesforce
CRM
+$3.42M

Top Sells

1
+$5.61M
2
+$3.73M
3
+$2.07M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.8M
5
NVDA icon
NVIDIA
NVDA
+$1.52M

Sector Composition

1 Technology 18.27%
2 Healthcare 10.98%
3 Financials 10.93%
4 Industrials 8.43%
5 Consumer Discretionary 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$223K 0.02%
+1,757
302
$223K 0.02%
6,920
-315
303
$223K 0.02%
2,551
-94
304
$220K 0.02%
7,128
-1,700
305
$219K 0.02%
3,247
-4,505
306
$218K 0.02%
4,752
-1,679
307
$214K 0.02%
+2,908
308
$212K 0.02%
565
-127
309
$210K 0.02%
1,662
-1,127
310
$209K 0.02%
3,800
-2,000
311
$206K 0.02%
8,551
-200
312
$203K 0.02%
1,437
-324
313
$202K 0.02%
+1,669
314
$193K 0.02%
13,535
-1,465
315
$61.1K 0.01%
+47,025
316
$59.9K 0.01%
+15,119
317
$48.6K ﹤0.01%
24,526
318
$9.36K ﹤0.01%
+13,500
319
– –
-4,255
320
– –
-3,098
321
– –
-4,373
322
– –
-11,689
323
– –
-10,000
324
– –
-1,121
325
– –
-3,747
10 11 12
13
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