TW
TritonPoint Wealth Portfolio holdings
AUM
$986M
1-Year Est. Return
21.58%
This Fund
S&P 500
1 Year Est. Return
+21.58%
AUM
$1.17B
AUM Growth
+$85.5M
(+7.9%)
Holding
357
Top Buys
| 1 | +$5.45M | |
| 2 | +$1.91M | |
| 3 | +$1.52M | |
| 4 |
ServiceNow
NOW
|
+$1.49M |
| 5 |
Vanguard Growth ETF
VUG
|
+$1.03M |
Top Sells
| 1 | +$3.2M | |
| 2 | +$916K | |
| 3 | +$827K | |
| 4 |
Aptiv
APTV
|
+$644K |
| 5 |
Merck
MRK
|
+$619K |
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 | |
|---|---|---|---|---|---|---|
351
Equillium
EQ
$86.5M
| – | – |
-13,500
|
|
||
352
Kinsale Capital Group
KNSL
$9.21B
| – | – |
-432
|
|
||
353
Motorola Solutions
MSI
$67B
| – | – |
-526
|
|
||
354
PPG Industries
PPG
$25.9B
| – | – |
-1,777
|
|
||
355
Spotify
SPOT
$103B
| – | – |
-307
|
|
||
356
TransDigm Group
TDG
$80.6B
| – | – |
-150
|
|