TW
TritonPoint Wealth Portfolio holdings
AUM
$1.17B
1-Year Est. Return
17.8%
1 Year Est. Return
+17.8%
AUM
$1.08B
AUM Growth
+$30.2M
(+2.9%)
Holding
361
Top Buys
| 1 | +$582K | |
| 2 | +$565K | |
| 3 | +$538K | |
| 4 |
Bank of New York Mellon
BK
|
+$343K |
| 5 |
FISV
Fiserv, Inc. Common Stock
FISV
|
+$326K |
Top Sells
| 1 | +$3.23M | |
| 2 | +$3.02M | |
| 3 | +$2.73M | |
| 4 |
Apple
AAPL
|
+$2.3M |
| 5 |
lululemon athletica
LULU
|
+$1.63M |
Sector Composition
| 1 | Technology | 18.23% |
| 2 | Financials | 13.72% |
| 3 | Healthcare | 8.81% |
| 4 | Consumer Discretionary | 8.79% |
| 5 | Industrials | 7.34% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
351
lululemon athletica
LULU
$20.1B
| – | – |
-5,775
|
|
||
352
Lloyds Banking Group
LYG
$71.1B
| – | – |
-14,590
|
|
||
353
Prologis
PLD
$115B
| – | – |
-1,813
|
|
||
354
Truist Financial
TFC
$57.1B
| – | – |
-5,684
|
|
||
355
Vanguard Russell 1000 ETF
VONE
$6.92B
| – | – |
-912
|
|
||
356
Vanguard Russell 1000 Value ETF
VONV
$13.8B
| – | – |
-3,700
|
|
||
357
Watsco Inc
WSO
$13.9B
| – | – |
-461
|
|
||
|
SILA
358
Sila Realty Trust
SILA
$1.28B
| – | – |
-9,207
|
|
||
|
PDCO
359
DELISTED
Patterson Companies, Inc.
PDCO
| – | – |
-8,551
|
|
||
|
SASR
360
DELISTED
Sandy Spring Bancorp Inc
SASR
| – | – |
-19,119
|
|