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
$1.1B
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
348
New
Increased
Reduced
Closed

Top Buys

1
+$3.2M
2
+$2.31M
3
+$870K
4
VUG icon
Vanguard Growth ETF
VUG
+$647K
5
AES icon
AES
AES
+$621K

Top Sells

1
+$3.76M
2
+$3.45M
3
+$945K
4
AMZN icon
Amazon
AMZN
+$688K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$669K

Sector Composition

1 Technology 18.9%
2 Financials 12.57%
3 Healthcare 9.81%
4 Consumer Discretionary 8.99%
5 Industrials 7.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.73M 0.88%
138,523
-5,440
27
$9.55M 0.86%
34,445
-1,222
28
$9.52M 0.86%
158,080
-8,417
29
$9.31M 0.84%
70,688
+680
30
$8.59M 0.78%
36,943
-453
31
$8.42M 0.76%
47,559
-19,469
32
$8.32M 0.75%
46,636
-1,646
33
$8.11M 0.73%
52,842
-3,091
34
$8.09M 0.73%
64,132
+18,350
35
$8.01M 0.73%
20,594
-1,198
36
$7.78M 0.7%
46,661
-1,404
37
$7.66M 0.69%
62,494
-4,164
38
$7.6M 0.69%
55,231
+206
39
$7.25M 0.66%
14,330
-364
40
$7.18M 0.65%
15,835
-847
41
$7.15M 0.65%
49,349
-910
42
$6.87M 0.62%
75,266
-196
43
$6.84M 0.62%
77,823
-1,200
44
$6.69M 0.61%
23,227
-64
45
$6.49M 0.59%
57,348
+642
46
$6.35M 0.57%
6,930
-302
47
$6.21M 0.56%
46,298
-200
48
$6.13M 0.56%
101,718
+3,198
49
$6.09M 0.55%
52,897
+2,421
50
$5.93M 0.54%
46,445
+470
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