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
$1.04B
AUM Growth
+$82.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
341
New
Increased
Reduced
Closed

Top Buys

1
+$6.99M
2
+$4.46M
3
+$4.04M
4
BINC icon
BlackRock Flexible Income ETF
BINC
+$3.77M
5
ORCL icon
Oracle
ORCL
+$3.63M

Top Sells

1
+$5.99M
2
+$3.73M
3
+$2.15M
4
NVDA icon
NVIDIA
NVDA
+$1.86M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.78M

Sector Composition

1 Technology 18.27%
2 Healthcare 10.98%
3 Financials 10.93%
4 Industrials 8.43%
5 Consumer Discretionary 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.95M 0.96%
146,898
+2,318
27
$9.49M 0.91%
86,151
+741
28
$9.25M 0.89%
225,030
-29,891
29
$9.12M 0.88%
55,282
-1,333
30
$9.04M 0.87%
39,976
+92
31
$8.72M 0.84%
34,052
-283
32
$8.53M 0.82%
79,930
+1,030
33
$8.33M 0.8%
24,207
+255
34
$8.18M 0.79%
137,701
-2,325
35
$7.95M 0.77%
63,140
+295
36
$7.83M 0.75%
32,374
-305
37
$7.77M 0.75%
63,743
-1,005
38
$7.6M 0.73%
52,174
+9,567
39
$7.31M 0.7%
46,715
-108
40
$7.13M 0.69%
17,522
-1,001
41
$6.99M 0.67%
+87,246
42
$6.92M 0.67%
13,592
+1,070
43
$6.65M 0.64%
48,060
-1,186
44
$6.23M 0.6%
47,000
-692
45
$6.19M 0.6%
79,554
-6,838
46
$6.04M 0.58%
62,250
-3,760
47
$6.03M 0.58%
22,965
+33
48
$6.02M 0.58%
34,744
+808
49
$5.99M 0.58%
7,050
-269
50
$5.9M 0.57%
56,770
-1,912
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