TW
TritonPoint Wealth Portfolio holdings
AUM
$1.17B
1-Year Est. Return
17.8%
1 Year Est. Return
+17.8%
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 | |
|---|---|---|---|---|---|---|
26
Boeing
BA
$190B
| $10.2M | 0.87% |
47,150
+78
|
|
||
27
Lam Research
LRCX
$262B
| $10.1M | 0.87% |
75,468
-700
|
|
||
28
State Street Technology Select Sector SPDR ETF
XLK
$93B
| $10.1M | 0.86% |
71,320
+120
|
|
||
29
Thermo Fisher Scientific
TMO
$234B
| $9.96M | 0.85% |
20,522
+33
|
|
||
30
Chubb
CB
$118B
| $9.66M | 0.83% |
34,103
+915
|
|
||
31
Oracle
ORCL
$556B
| $9.36M | 0.8% |
33,298
-11,389
|
|
||
32
Berkshire Hathaway Class B
BRK.B
$1.06T
| $8.69M | 0.75% |
17,285
+1,451
|
|
||
33
Home Depot
HD
$374B
| $8.01M | 0.69% |
19,767
+166
|
|
||
34
Chevron
CVX
$334B
| $7.91M | 0.68% |
50,927
+1,258
|
|
||
35
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$45.3B
| $7.64M | 0.65% |
73,082
-4,862
|
|
||
36
Abbott
ABT
$217B
| $7.51M | 0.64% |
56,039
-3,066
|
|
||
|
37
Merck
MRK
$276B
| $7.3M | 0.63% |
86,209
-7,306
|
|
||
38
PepsiCo
PEP
$200B
| $7.2M | 0.62% |
51,232
-873
|
|
||
39
Yum! Brands
YUM
$43.6B
| $7.03M | 0.6% |
46,268
+78
|
|
||
40
Blackrock
BLK
$169B
| $6.65M | 0.57% |
5,704
+385
|
|
||
41
State Street Health Care Select Sector SPDR ETF
XLV
$41.6B
| $6.63M | 0.57% |
47,633
-5,940
|
|
||
42
Capital One
COF
$149B
| $6.57M | 0.56% |
30,910
-1,128
|
|
||
43
Vanguard High Dividend Yield ETF
VYM
$71.2B
| $6.45M | 0.55% |
45,795
-180
|
|
||
44
RTX Corp
RTX
$267B
| $6.31M | 0.54% |
37,701
-35
|
|
||
45
Analog Devices
ADI
$146B
| $6.27M | 0.54% |
25,517
+6,167
|
|
||
46
Starbucks
SBUX
$104B
| $6.25M | 0.54% |
73,868
+1,696
|
|
||
47
Costco
COST
$422B
| $6.21M | 0.53% |
6,704
+82
|
|
||
48
Meta Platforms (Facebook)
META
$1.55T
| $6.2M | 0.53% |
8,445
+534
|
|
||
49
CME Group
CME
$99.2B
| $6.17M | 0.53% |
22,828
+47
|
|
||
50
EOG Resources
EOG
$60.1B
| $6.1M | 0.52% |
54,407
-2,398
|
|