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
$1.09B
AUM Growth
+$55.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
343
New
Increased
Reduced
Closed

Top Buys

1
+$5.65M
2
+$3.77M
3
+$1.83M
4
MSFT icon
Microsoft
MSFT
+$1.28M
5
ORCL icon
Oracle
ORCL
+$1.21M

Top Sells

1
+$6.24M
2
+$3.67M
3
+$3.22M
4
AY
Atlantica Sustainable Infrastructure plc Ordinary Shares
AY
+$1.82M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.65M

Sector Composition

1 Technology 18.31%
2 Financials 11.68%
3 Healthcare 11.15%
4 Consumer Discretionary 8.71%
5 Industrials 7.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$244K 0.02%
528
+35
302
$242K 0.02%
8,000
303
$239K 0.02%
5,016
+264
304
$237K 0.02%
3,247
305
$236K 0.02%
+3,628
306
$236K 0.02%
1,800
+363
307
$230K 0.02%
+2,761
308
$229K 0.02%
462
-30
309
$227K 0.02%
+2,090
310
$225K 0.02%
539
-26
311
$220K 0.02%
+887
312
$218K 0.02%
13,535
313
$217K 0.02%
+919
314
$216K 0.02%
1,230
-374
315
$214K 0.02%
+1,612
316
$213K 0.02%
+8,389
317
$212K 0.02%
+4,661
318
$210K 0.02%
3,427
-5,081
319
$210K 0.02%
+1,433
320
$210K 0.02%
1,465
-197
321
$208K 0.02%
+9,511
322
$205K 0.02%
2,353
-1,790
323
$204K 0.02%
+1,736
324
$202K 0.02%
+875
325
$201K 0.02%
9,734
-2,136
10 11 12
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