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
$1.1B
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
348
New
Increased
Reduced
Closed

Top Buys

1
+$3.2M
2
+$2.31M
3
+$870K
4
VUG icon
Vanguard Growth ETF
VUG
+$647K
5
AES icon
AES
AES
+$621K

Top Sells

1
+$3.76M
2
+$3.45M
3
+$945K
4
AMZN icon
Amazon
AMZN
+$688K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$669K

Sector Composition

1 Technology 18.9%
2 Financials 12.57%
3 Healthcare 9.81%
4 Consumer Discretionary 8.99%
5 Industrials 7.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$240K 0.02%
10,525
+1,014
302
$239K 0.02%
5,973
-1,651
303
$239K 0.02%
2,464
+106
304
$238K 0.02%
1,012
-969
305
$236K 0.02%
4,891
+230
306
$236K 0.02%
5,433
-2,171
307
$233K 0.02%
2,531
-13
308
$230K 0.02%
2,090
309
$230K 0.02%
1,742
-15
310
$228K 0.02%
948
+29
311
$228K 0.02%
5,016
312
$227K 0.02%
1,615
+3
313
$223K 0.02%
12,066
+2,332
314
$221K 0.02%
+647
315
$220K 0.02%
1,736
316
$220K 0.02%
13,535
317
$219K 0.02%
462
318
$218K 0.02%
+315
319
$217K 0.02%
2,579
+158
320
$215K 0.02%
3,247
321
$213K 0.02%
10,646
-586
322
$210K 0.02%
521
-7
323
$209K 0.02%
+3,926
324
$206K 0.02%
+627
325
$205K 0.02%
+2,910
10 11 12
13
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