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
$1.05B
AUM Growth
-$54.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
344
New
Increased
Reduced
Closed

Top Buys

1
+$5.08M
2
+$3.2M
3
+$3.14M
4
NOW icon
ServiceNow
NOW
+$1.74M
5
FBND icon
Fidelity Total Bond ETF
FBND
+$1.69M

Top Sells

1
+$11.3M
2
+$4.78M
3
+$2.81M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$1.69M
5
MRK icon
Merck
MRK
+$911K

Sector Composition

1 Technology 17.37%
2 Financials 13.57%
3 Healthcare 10.08%
4 Consumer Discretionary 8.82%
5 Industrials 7.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$262K 0.03%
4,492
302
$259K 0.02%
735
+88
303
$258K 0.02%
2,000
304
$256K 0.02%
2,005
-46
305
$256K 0.02%
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-270
306
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307
$253K 0.02%
1,385
-35
308
$252K 0.02%
+2,038
309
$249K 0.02%
54
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310
$248K 0.02%
3,381
311
$246K 0.02%
9,207
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312
$246K 0.02%
1,218
-296
313
$244K 0.02%
1,909
-95
314
$238K 0.02%
4,717
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315
$234K 0.02%
922
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316
$234K 0.02%
461
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317
$234K 0.02%
5,684
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318
$233K 0.02%
11,800
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319
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+1,907
320
$232K 0.02%
912
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321
$232K 0.02%
2,315
-149
322
$228K 0.02%
+3,362
323
$224K 0.02%
1,906
+170
324
$220K 0.02%
721
+94
325
$220K 0.02%
+1,011
10 11 12
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