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
$1.08B
AUM Growth
+$30.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
361
New
Increased
Reduced
Closed

Top Buys

1
+$526K
2
+$522K
3
+$497K
4
FISV
Fiserv Inc
FISV
+$343K
5
BK icon
Bank of New York Mellon
BK
+$320K

Top Sells

1
+$2.87M
2
+$2.67M
3
+$2.65M
4
AAPL icon
Apple
AAPL
+$2.26M
5
LULU icon
lululemon athletica
LULU
+$1.63M

Sector Composition

1 Technology 18.23%
2 Financials 13.72%
3 Healthcare 8.81%
4 Consumer Discretionary 8.79%
5 Industrials 7.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$257K 0.02%
1,006
-128
302
$256K 0.02%
1,804
+216
303
$254K 0.02%
7,112
+1,264
304
$253K 0.02%
3,992
-161
305
$252K 0.02%
8,000
306
$251K 0.02%
5,611
+320
307
$250K 0.02%
2,092
+54
308
$249K 0.02%
2,563
-243
309
$245K 0.02%
+2,688
310
$244K 0.02%
1,354
-31
311
$243K 0.02%
3,141
312
$243K 0.02%
2,090
313
$240K 0.02%
1,077
+66
314
$236K 0.02%
3,296
-66
315
$236K 0.02%
+307
316
$233K 0.02%
+89
317
$230K 0.02%
1,952
+45
318
$228K 0.02%
+150
319
$228K 0.02%
+4,332
320
$225K 0.02%
+1,101
321
$224K 0.02%
+1,202
322
$222K 0.02%
+526
323
$221K 0.02%
+505
324
$214K 0.02%
+4,685
325
$213K 0.02%
+1,651
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