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
$1.09B
AUM Growth
+$55.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
343
New
Increased
Reduced
Closed

Top Buys

1
+$5.65M
2
+$3.77M
3
+$1.83M
4
MSFT icon
Microsoft
MSFT
+$1.28M
5
ORCL icon
Oracle
ORCL
+$1.21M

Top Sells

1
+$6.24M
2
+$3.67M
3
+$3.22M
4
AY
Atlantica Sustainable Infrastructure plc Ordinary Shares
AY
+$1.82M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.65M

Sector Composition

1 Technology 18.31%
2 Financials 11.68%
3 Healthcare 11.15%
4 Consumer Discretionary 8.71%
5 Industrials 7.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$195K 0.02%
+10,000
327
$78.1K 0.01%
47,025
328
$64.1K 0.01%
15,119
329
$38.3K ﹤0.01%
24,526
330
$36.1K ﹤0.01%
+11,508
331
– –
-1,638
332
– –
-1,060
333
– –
-1,669
334
– –
-13,500
335
– –
-1,126
336
– –
-5,693
337
– –
-1,180
338
– –
-7,861
339
– –
-6,920
340
– –
-2,908
341
– –
-3,800
342
– –
-4,784
343
– –
-8,551
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