TW
TritonPoint Wealth Portfolio holdings
AUM
$986M
1-Year Est. Return
21.59%
This Fund
S&P 500
1 Year Est. Return
+21.59%
AUM
$986M
AUM Growth
-$180M
(-15%)
Holding
360
Top Buys
| 1 | +$2.4M | |
| 2 | +$1.63M | |
| 3 | +$1.51M | |
| 4 |
Snowflake
SNOW
|
+$988K |
| 5 |
QXO
QXO Inc
QXO
|
+$837K |
Top Sells
| 1 | +$10.6M | |
| 2 | +$10.5M | |
| 3 | +$9.5M | |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$9.12M |
| 5 |
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$7.64M |
Sector Composition
| 1 | Technology | 19.36% |
| 2 | Financials | 13.81% |
| 3 | Healthcare | 9.31% |
| 4 | Communication Services | 9.25% |
| 5 | Industrials | 8.47% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
351
Thomson Reuters
TRI
$41B
| – | – |
-3,158
|
|
||
352
Travelers Companies
TRV
$63.7B
| – | – |
-1,063
|
|
||
353
Tractor Supply
TSCO
$23.5B
| – | – |
-10,226
|
|
||
354
Unilever
UL
$127B
| – | – |
-5,062
|
|
||
355
iShares MSCI USA Min Vol Factor ETF
USMV
$22.9B
| – | – |
-21,263
|
|
||
356
Vanguard Dividend Appreciation ETF
VIG
$104B
| – | – |
-2,263
|
|
||
357
Wingstop
WING
$5.23B
| – | – |
-5,032
|
|
||
358
W.P. Carey
WPC
$15.7B
| – | – |
-3,992
|
|
||
|
ABFL
359
Abacus FCF Leaders ETF
ABFL
$477M
| – | – |
-60,278
|
|