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
$1.02B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
326
New
Increased
Reduced
Closed

Top Buys

1 +$83.2M
2 +$38.5M
3 +$31.1M
4
BNL icon
Broadstone Net Lease
BNL
+$29.6M
5
AMZN icon
Amazon
AMZN
+$28.2M

Top Sells

No sells this quarter

Sector Composition

1 Technology 17.15%
2 Healthcare 11.73%
3 Financials 11.25%
4 Industrials 9.01%
5 Consumer Discretionary 8.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$83.2K 0.01%
+47,025