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
$1.05B
AUM Growth
-$54.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
344
New
Increased
Reduced
Closed

Top Buys

1
+$5.08M
2
+$3.2M
3
+$3.14M
4
NOW icon
ServiceNow
NOW
+$1.74M
5
FBND icon
Fidelity Total Bond ETF
FBND
+$1.69M

Top Sells

1
+$11.3M
2
+$4.78M
3
+$2.81M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$1.69M
5
MRK icon
Merck
MRK
+$911K

Sector Composition

1 Technology 17.37%
2 Financials 13.57%
3 Healthcare 10.08%
4 Consumer Discretionary 8.82%
5 Industrials 7.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$219K 0.02%
3,141
-106
327
$218K 0.02%
1,588
-458
328
$216K 0.02%
5,848
-1,300
329
$214K 0.02%
2,542
+11
330
$214K 0.02%
2,090
331
$210K 0.02%
1,551
-191
332
$207K 0.02%
4,403
+477
333
$203K 0.02%
13,535
334
$203K 0.02%
+1,813
335
$55.7K 0.01%
14,590
+3,082
336
$28.9K ﹤0.01%
15,119
337
$5.3K ﹤0.01%
+13,500
338
– –
-10,000
339
– –
-1,073
340
– –
-2,250
341
– –
-9,622
342
– –
-6,409
343
– –
-4,891
10 11 12 13
14