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
$1.04B
AUM Growth
+$82.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
341
New
Increased
Reduced
Closed

Top Buys

1
+$6.52M
2
+$4.37M
3
+$4.05M
4
BINC icon
BlackRock Flexible Income ETF
BINC
+$3.76M
5
CRM icon
Salesforce
CRM
+$3.42M

Top Sells

1
+$5.61M
2
+$3.73M
3
+$2.07M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.8M
5
NVDA icon
NVIDIA
NVDA
+$1.52M

Sector Composition

1 Technology 18.27%
2 Healthcare 10.98%
3 Financials 10.93%
4 Industrials 8.43%
5 Consumer Discretionary 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
– –
-2,391
327
– –
-3,098
328
– –
-4,373
329
– –
-3,747
330
– –
-1,474
331
– –
-1,724
332
– –
-3,479
333
– –
-2,157
334
– –
-882
335
– –
-2,671
336
– –
-11,689
337
– –
-10,000
338
– –
-1,121
339
– –
-11,294
340
– –
-4,255
341
– –
-1,636
10 11 12 13
14