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
$1.05B
AUM Growth
-$54.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
344
New
Increased
Reduced
Closed

Top Buys

1
+$5.08M
2
+$3.2M
3
+$3.14M
4
NOW icon
ServiceNow
NOW
+$1.74M
5
FBND icon
Fidelity Total Bond ETF
FBND
+$1.69M

Top Sells

1
+$11.3M
2
+$4.78M
3
+$2.81M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$1.69M
5
MRK icon
Merck
MRK
+$911K

Sector Composition

1 Technology 17.37%
2 Financials 13.57%
3 Healthcare 10.08%
4 Consumer Discretionary 8.82%
5 Industrials 7.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.86M 0.94%
137,410
-1,113
27
$9.51M 0.91%
72,570
+1,882
28
$9.03M 0.86%
61,859
+6,628
29
$9.02M 0.86%
99,543
-10,058
30
$8.57M 0.82%
51,226
+1,877
31
$8.57M 0.82%
16,083
+248
32
$8.29M 0.79%
46,229
-407
33
$8.24M 0.78%
48,326
+767
34
$8.18M 0.78%
63,790
+1,296
35
$8.1M 0.77%
54,017
+1,175
36
$7.61M 0.72%
57,387
+39
37
$7.54M 0.72%
20,585
-9
38
$7.54M 0.72%
36,499
-444
39
$7.48M 0.71%
76,228
+962
40
$7.39M 0.7%
14,115
-215
41
$7.24M 0.69%
45,993
-305
42
$6.6M 0.63%
6,974
+44
43
$6.51M 0.62%
46,561
-100
44
$6.41M 0.61%
79,715
+1,892
45
$6.08M 0.58%
22,905
-1,080
46
$5.94M 0.57%
23,258
+31
47
$5.93M 0.56%
45,961
-484
48
$5.71M 0.54%
78,341
+658
49
$5.51M 0.52%
58,852
+485
50
$5.35M 0.51%
31,409
-740
1
2
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