TW
TritonPoint Wealth Portfolio holdings
AUM
$934M
1-Year Est. Return
23.95%
This Fund
S&P 500
1 Year Est. Return
+23.95%
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
iShares Core US Aggregate Bond ETF
AGG
$136B
| – | – |
-39,122
|
|
||
352
Arthur J. Gallagher & Co
AJG
$56.8B
| – | – |
-3,617
|
|
||
353
Ares Management
ARES
$27.2B
| – | – |
-5,441
|
|
||
354
ASML
ASML
$556B
| – | – |
-469
|
|
||
355
BlackRock Flexible Income ETF
BINC
$16.9B
| – | – |
-62,455
|
|
||
356
Vanguard Intermediate-Term Bond ETF
BIV
$28.6B
| – | – |
-62,310
|
|
||
357
General Motors
GM
$71.2B
| – | – |
-4,262
|
|
||
358
Halozyme
HALO
$8.1B
| – | – |
-4,918
|
|
||
359
Robinhood
HOOD
$79.6B
| – | – |
-1,886
|
|