TW

TritonPoint Wealth Portfolio holdings

AUM $986M
1-Year Est. Return 21.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.59%
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
PANW icon
326
Palo Alto Networks
PANW
$119B
$221K 0.02%
1,084
-17
KR icon
327
Kroger
KR
$45B
$218K 0.02%
3,239
-57
KKR icon
328
KKR & Co
KKR
$78.9B
$217K 0.02%
1,672
+75
SDY icon
329
State Street SPDR S&P Dividend ETF
SDY
$20.4B
$217K 0.02%
1,551
NVS icon
330
Novartis
NVS
$283B
$217K 0.02%
1,690
+16
BXSL icon
331
Blackstone Secured Lending
BXSL
$5.46B
$215K 0.02%
8,000
TFC icon
332
Truist Financial
TFC
$55.3B
$215K 0.02%
+4,696
VRTX icon
333
Vertex Pharmaceuticals
VRTX
$110B
$215K 0.02%
548
-53
TT icon
334
Trane Technologies
TT
$90.8B
$215K 0.02%
508
+3
WELL icon
335
Welltower
WELL
$137B
$214K 0.02%
+1,200
IVE icon
336
iShares S&P 500 Value ETF
IVE
$45.8B
$214K 0.02%
1,034
HCA icon
337
HCA Healthcare
HCA
$105B
$209K 0.02%
+490
MELI icon
338
Mercado Libre
MELI
$81.1B
$206K 0.02%
88
-1
CMCSA icon
339
Comcast
CMCSA
$102B
$204K 0.02%
6,487
-625
IWP icon
340
iShares Russell Mid-Cap Growth ETF
IWP
$18.4B
$204K 0.02%
1,431
-468
DASH icon
341
DoorDash
DASH
$63.7B
$203K 0.02%
+747
NEM icon
342
Newmont
NEM
$110B
$202K 0.02%
+2,395
AMT icon
343
American Tower
AMT
$79B
$201K 0.02%
1,038
-39
JKHY icon
344
Jack Henry & Associates
JKHY
$11.1B
$201K 0.02%
1,351
-3
BXMT icon
345
Blackstone Mortgage Trust
BXMT
$3.18B
$189K 0.02%
10,000
INTZ
346
Intrusion
INTZ
$17.7M
$56.2K ﹤0.01%
35,150
IMMX icon
347
Immix Biopharma
IMMX
$432M
$51.3K ﹤0.01%
24,526
CALC icon
348
CalciMedica
CALC
$8.96M
$46.5K ﹤0.01%
15,119
CACI icon
349
CACI
CACI
$12.4B
-1,165
CI icon
350
Cigna
CI
$69.1B
-636