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TritonPoint Wealth Portfolio holdings
AUM
$934M
1-Year Est. Return
23.95%
This Fund
S&P 500
This Quarter
Est. Return
+11.32%
1 Year Est. Return
+23.95%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$1.02B
AUM Growth
–
Cap. Flow
+$957M
Cap. Flow
% of AUM
93.39%
Top 10 Holdings %
Top 10 Hldgs %
30.44%
Holding
326
New
326
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
+$79.8M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
+$36.1M |
| 3 |
Microsoft
MSFT
|
+$29.5M |
| 4 |
Broadstone Net Lease
BNL
|
+$26.1M |
| 5 |
Amazon
AMZN
|
+$26M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 17.15% |
| 2 | Healthcare | 11.73% |
| 3 | Financials | 11.25% |
| 4 | Industrials | 9.01% |
| 5 | Consumer Discretionary | 8.4% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
PepsiCo
PEP
$186B
| $9.86M | 0.96% |
+57,623
| New | +$9.56M |
|
27
Starbucks
SBUX
$121B
| $9.04M | 0.88% |
+94,146
| New | +$9.16M |
|
28
Home Depot
HD
$342B
| $8.85M | 0.86% |
+25,540
| New | +$7.91M |
|
29
iShares Core S&P 500 ETF
IVV
$895B
| $8.43M | 0.82% |
+17,646
| New | +$7.9M |
|
30
Vanguard Intermediate-Term Bond ETF
BIV
$29.1B
| $8.16M | 0.8% |
+106,826
| New | +$7.82M |
|
31
TJX Companies
TJX
$167B
| $8.14M | 0.79% |
+86,774
| New | +$7.78M |
|
32
Chubb
CB
$131B
| $8.09M | 0.79% |
+35,649
| New | +$7.8M |
|
33
Walmart Inc
WMT
$905B
| $7.39M | 0.72% |
+140,040
| New | +$7.41M |
|
34
Abbott
ABT
$155B
| $7.15M | 0.7% |
+64,999
| New | +$6.49M |
|
35
Chevron
CVX
$360B
| $7.07M | 0.69% |
+47,398
| New | +$7.17M |
|
36
UnitedHealth
UNH
$381B
| $7.05M | 0.69% |
+13,384
| New | +$7.14M |
|
37
EOG Resources
EOG
$72.8B
| $6.94M | 0.68% |
+57,396
| New | +$7.15M |
|
38
State Street Industrial Select Sector SPDR ETF
XLI
$33.4B
| $6.94M | 0.68% |
+60,855
| New | +$6.39M |
|
39
Zoetis
ZTS
$31.3B
| $6.93M | 0.68% |
+35,111
| New | +$6.22M |
|
40
Capital One
COF
$129B
| $6.83M | 0.67% |
+52,084
| New | +$5.62M |
|
41
Wells Fargo
WFC
$263B
| $6.76M | 0.66% |
+137,294
| New | +$5.92M |
|
42
Berkshire Hathaway Class B
BRK.B
$1.06T
| $6.76M | 0.66% |
+18,943
| New | +$6.65M |
|
43
State Street Technology Select Sector SPDR ETF
XLK
$118B
| $6.65M | 0.65% |
+69,110
| New | +$6.15M |
|
44
GXO Logistics
GXO
$5.95B
| $6.43M | 0.63% |
+105,181
| New | +$5.89M |
|
45
Yum! Brands
YUM
$42.7B
| $6.25M | 0.61% |
+47,849
| New | +$5.97M |
|
46
Lam Research
LRCX
$414B
| $6.25M | 0.61% |
+79,580
| New | +$5.42M |
|
47
NVIDIA
NVDA
$5.09T
| $6.14M | 0.6% |
+124,020
| New | +$5.75M |
|
48
Colgate-Palmolive
CL
$73.5B
| $6.05M | 0.59% |
+75,954
| New | +$5.71M |
|
49
iShares Russell 2000 Growth ETF
IWO
$15B
| $5.96M | 0.58% |
+23,613
| New | +$5.32M |
|
50
iShares Core S&P Small-Cap ETF
IJR
$110B
| $5.9M | 0.58% |
+54,474
| New | +$5.25M |
|
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