TW

TritonPoint Wealth Portfolio holdings

AUM $934M
1-Year Est. Return 23.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.17B
AUM Growth
+$85.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
357
New
Increased
Reduced
Closed

Top Buys

1
+$5.92M
2
+$1.7M
3
+$1.52M
4
ADI icon
Analog Devices
ADI
+$1.48M
5
VUG icon
Vanguard Growth ETF
VUG
+$985K

Top Sells

1
+$2.9M
2
+$1.05M
3
+$804K
4
MRK icon
Merck
MRK
+$602K
5
ACN icon
Accenture
ACN
+$575K

Sector Composition

1 Technology 19.34%
2 Financials 13.16%
3 Healthcare 8.27%
4 Consumer Discretionary 8.22%
5 Industrials 7.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$271K 0.02%
1,621
-13
302
$270K 0.02%
2,373
303
$270K 0.02%
+1,886
304
$267K 0.02%
2,799
+111
305
$264K 0.02%
2,660
-420
306
$263K 0.02%
2,090
307
$261K 0.02%
+2,592
308
$261K 0.02%
3,506
+761
309
$260K 0.02%
4,262
+5
310
$259K 0.02%
3,141
311
$253K 0.02%
20,535
+6,000
312
$252K 0.02%
+1,726
313
$250K 0.02%
2,023
+71
314
$245K 0.02%
1,840
+36
315
$244K 0.02%
4,992
+307
316
$241K 0.02%
+396
317
$240K 0.02%
1,223
+21
318
$236K 0.02%
1,130
+35
319
$232K 0.02%
1,609
320
$232K 0.02%
3,075
+12
321
$231K 0.02%
2,354
-209
322
$228K 0.02%
1,795
-65
323
$226K 0.02%
5,276
-335
324
$224K 0.02%
+1,685
325
$221K 0.02%
4,631
-203
11 12
13
14 15