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
326
$221K 0.02%
1,084
-17
327
$218K 0.02%
3,239
-57
328
$217K 0.02%
1,672
+75
329
$217K 0.02%
1,551
330
$217K 0.02%
1,690
+16
331
$215K 0.02%
8,000
332
$215K 0.02%
+4,696
333
$215K 0.02%
548
-53
334
$215K 0.02%
508
+3
335
$214K 0.02%
+1,200
336
$214K 0.02%
1,034
337
$209K 0.02%
+490
338
$206K 0.02%
88
-1
339
$204K 0.02%
6,487
-625
340
$204K 0.02%
1,431
-468
341
$203K 0.02%
+747
342
$202K 0.02%
+2,395
343
$201K 0.02%
1,038
-39
344
$201K 0.02%
1,351
-3
345
$189K 0.02%
10,000
346
$56.2K ﹤0.01%
35,150
347
$51.3K ﹤0.01%
24,526
348
$46.5K ﹤0.01%
15,119
349
– –
-150
350
– –
-307
11 12 13
14
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