TW
TritonPoint Wealth Portfolio holdings
AUM
$1.17B
1-Year Est. Return
17.79%
1 Year Est. Return
+17.79%
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 |
Fiserv
FI
|
+$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 | |
|---|---|---|---|---|---|---|
26
Boeing
BA
$160B
| $9.86M | 0.91% |
47,072
-1,254
|
|
||
27
Oracle
ORCL
$892B
| $9.77M | 0.9% |
44,687
-1,874
|
|
||
28
Chubb
CB
$107B
| $9.65M | 0.89% |
33,188
-918
|
|
||
29
Technology Select Sector SPDR Fund
XLK
$93.5B
| $9.01M | 0.83% |
35,600
-899
|
|
||
30
Thermo Fisher Scientific
TMO
$203B
| $8.32M | 0.77% |
20,489
-158
|
|
||
31
Abbott
ABT
$222B
| $8.04M | 0.74% |
59,105
+1,718
|
|
||
32
Berkshire Hathaway Class B
BRK.B
$1.05T
| $7.69M | 0.71% |
15,834
-249
|
|
||
33
Merck
MRK
$210B
| $7.48M | 0.69% |
93,515
-6,028
|
|
||
34
Lam Research
LRCX
$180B
| $7.43M | 0.69% |
76,168
-2,173
|
|
||
35
SPDR Portfolio S&P 500 Growth ETF
SPYG
$42.1B
| $7.43M | 0.69% |
77,944
-1,771
|
|
||
36
Health Care Select Sector SPDR Fund
XLV
$35.1B
| $7.22M | 0.67% |
53,573
-8,286
|
|
||
37
Home Depot
HD
$386B
| $7.19M | 0.67% |
19,601
-984
|
|
||
38
Chevron
CVX
$306B
| $7.11M | 0.66% |
49,669
-1,557
|
|
||
39
PepsiCo
PEP
$209B
| $6.88M | 0.64% |
52,105
-1,912
|
|
||
40
Yum! Brands
YUM
$39.8B
| $6.84M | 0.63% |
46,190
+197
|
|
||
41
Capital One
COF
$130B
| $6.82M | 0.63% |
32,038
-14,191
|
|
||
42
EOG Resources
EOG
$58.6B
| $6.79M | 0.63% |
56,805
-6,985
|
|
||
43
Starbucks
SBUX
$95.9B
| $6.61M | 0.61% |
72,172
-4,056
|
|
||
44
Costco
COST
$410B
| $6.56M | 0.61% |
6,622
-352
|
|
||
45
CME Group
CME
$94.6B
| $6.28M | 0.58% |
22,781
-124
|
|
||
46
Vanguard High Dividend Yield ETF
VYM
$64.6B
| $6.13M | 0.57% |
45,975
+14
|
|
||
47
Meta Platforms (Facebook)
META
$1.79T
| $5.84M | 0.54% |
7,911
+41
|
|
||
48
Blackrock
BLK
$181B
| $5.58M | 0.52% |
5,319
-83
|
|
||
49
RTX Corp
RTX
$210B
| $5.51M | 0.51% |
37,736
-833
|
|
||
50
iShares Russell 2000 Growth ETF
IWO
$13.2B
| $5.43M | 0.5% |
18,988
-4,270
|
|