TW

TritonPoint Wealth Portfolio holdings

AUM $1.17B
1-Year Est. Return 17.8%
This Quarter Est. Return
1 Year Est. Return
+17.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.02B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
326
New
Increased
Reduced
Closed

Top Buys

1
+$83.2M
2
+$38.5M
3
+$31.1M
4
BNL icon
Broadstone Net Lease
BNL
+$29.6M
5
AMZN icon
Amazon
AMZN
+$28.2M

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
$9.86M 0.96%
+57,623
27
$9.04M 0.88%
+94,146
28
$8.85M 0.86%
+25,540
29
$8.43M 0.82%
+17,646
30
$8.16M 0.8%
+106,826
31
$8.14M 0.79%
+86,774
32
$8.09M 0.79%
+35,649
33
$7.39M 0.72%
+140,040
34
$7.15M 0.7%
+64,999
35
$7.07M 0.69%
+47,398
36
$7.05M 0.69%
+13,384
37
$6.94M 0.68%
+57,396
38
$6.94M 0.68%
+60,855
39
$6.93M 0.68%
+35,111
40
$6.83M 0.67%
+52,084
41
$6.76M 0.66%
+137,294
42
$6.76M 0.66%
+18,943
43
$6.65M 0.65%
+34,555
44
$6.43M 0.63%
+105,181
45
$6.25M 0.61%
+47,849
46
$6.25M 0.61%
+79,580
47
$6.14M 0.6%
+124,020
48
$6.05M 0.59%
+75,954
49
$5.96M 0.58%
+23,613
50
$5.9M 0.58%
+54,474
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