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
$1.09B
AUM Growth
+$55.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
343
New
Increased
Reduced
Closed

Top Buys

1
+$5.65M
2
+$3.77M
3
+$1.83M
4
MSFT icon
Microsoft
MSFT
+$1.28M
5
ORCL icon
Oracle
ORCL
+$1.21M

Top Sells

1
+$6.24M
2
+$3.67M
3
+$3.22M
4
AY
Atlantica Sustainable Infrastructure plc Ordinary Shares
AY
+$1.82M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.65M

Sector Composition

1 Technology 18.31%
2 Financials 11.68%
3 Healthcare 11.15%
4 Consumer Discretionary 8.71%
5 Industrials 7.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10.5M 0.96%
67,028
+5,871
27
$10.4M 0.95%
35,667
+1,615
28
$9.93M 0.91%
219,989
-5,041
29
$9.51M 0.87%
55,933
+651
30
$9.44M 0.86%
70,008
+6,265
31
$8.71M 0.8%
21,792
-2,415
32
$8.55M 0.78%
14,694
+1,102
33
$8.42M 0.77%
55,025
+2,851
34
$8.42M 0.77%
37,396
-2,580
35
$8.16M 0.75%
66,658
+3,518
36
$8.11M 0.74%
48,065
+7,142
37
$8.05M 0.74%
143,963
+6,262
38
$7.63M 0.7%
16,682
-840
39
$7.35M 0.67%
75,462
-4,092
40
$7.31M 0.67%
50,259
+3,544
41
$7.2M 0.66%
48,282
+222
42
$6.94M 0.63%
83,670
+3,740
43
$6.86M 0.63%
35,203
+459
44
$6.6M 0.6%
23,291
+326
45
$6.52M 0.6%
79,023
-8,223
46
$6.51M 0.59%
46,498
-502
47
$6.4M 0.59%
7,232
+182
48
$6.38M 0.58%
56,706
-64
49
$6.16M 0.56%
59,418
-2,832
50
$6.15M 0.56%
45,782
-46,445
1
2
3 4 5