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
$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 | |
|---|---|---|---|---|---|---|
26
State Street Technology Select Sector SPDR ETF
XLK
$87.5B
| $9.68M | 0.98% |
67,195
-4,125
|
|
||
27
Chubb
CB
$133B
| $9.65M | 0.98% |
30,831
-3,272
|
|
||
28
Boeing
BA
$179B
| $8.94M | 0.91% |
41,197
-5,953
|
|
||
29
Mondelez International
MDLZ
$78.9B
| $7.43M | 0.75% |
136,769
-28,827
|
|
||
30
PepsiCo
PEP
$232B
| $7.38M | 0.75% |
50,912
-320
|
|
||
31
State Street Health Care Select Sector SPDR ETF
XLV
$42.5B
| $7.19M | 0.73% |
46,420
-1,213
|
|
||
32
Berkshire Hathaway Class B
BRK.B
$1.09T
| $7.08M | 0.72% |
14,080
-3,205
|
|
||
33
Yum! Brands
YUM
$46.6B
| $6.86M | 0.7% |
45,326
-942
|
|
||
34
Abbott
ABT
$202B
| $6.84M | 0.69% |
54,571
-1,468
|
|
||
35
Merck
MRK
$306B
| $6.74M | 0.68% |
63,482
-22,727
|
|
||
36
Capital One
COF
$122B
| $6.66M | 0.68% |
27,494
-3,416
|
|
||
37
Chevron
CVX
$370B
| $6.64M | 0.67% |
43,560
-7,367
|
|
||
38
Vanguard High Dividend Yield ETF
VYM
$74.6B
| $6.57M | 0.67% |
45,781
-14
|
|
||
|
QXO
39
QXO Inc
QXO
$17B
| $6.36M | 0.64% |
329,592
+43,700
|
|
||
40
Caterpillar
CAT
$346B
| $6.09M | 0.62% |
10,627
-494
|
|
||
41
iShares Russell 2000 Growth ETF
IWO
$13.2B
| $5.89M | 0.6% |
18,227
-272
|
|
||
42
RTX Corp
RTX
$272B
| $5.84M | 0.59% |
31,819
-5,882
|
|
||
43
Analog Devices
ADI
$174B
| $5.83M | 0.59% |
21,500
-4,017
|
|
||
44
CME Group
CME
$115B
| $5.79M | 0.59% |
21,197
-1,631
|
|
||
45
Starbucks
SBUX
$112B
| $5.46M | 0.55% |
64,892
-8,976
|
|
||
46
Blackrock
BLK
$165B
| $5.36M | 0.54% |
5,005
-699
|
|
||
47
Brookfield Infrastructure Partners
BIP
$18.1B
| $4.85M | 0.49% |
139,647
-10,047
|
|
||
48
Blackstone
BX
$88.8B
| $4.76M | 0.48% |
30,898
-214
|
|
||
49
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.9B
| $4.73M | 0.48% |
48,796
+354
|
|
||
50
Costco
COST
$449B
| $4.7M | 0.48% |
5,452
-1,252
|
|