TW

TritonPoint Wealth Portfolio holdings

AUM $986M
1-Year Est. Return 21.58%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.08B
AUM Growth
+$30.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
361
New
Increased
Reduced
Closed

Top Buys

1
+$526K
2
+$522K
3
+$497K
4
FISV
Fiserv Inc
FISV
+$343K
5
BK icon
Bank of New York Mellon
BK
+$320K

Top Sells

1
+$2.87M
2
+$2.67M
3
+$2.65M
4
AAPL icon
Apple
AAPL
+$2.26M
5
LULU icon
lululemon athletica
LULU
+$1.63M

Sector Composition

1 Technology 18.23%
2 Financials 13.72%
3 Healthcare 8.81%
4 Consumer Discretionary 8.79%
5 Industrials 7.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.86M 0.91%
47,072
-1,254
27
$9.77M 0.9%
44,687
-1,874
28
$9.65M 0.89%
33,188
-918
29
$9.01M 0.83%
71,200
-1,798
30
$8.32M 0.77%
20,489
-158
31
$8.04M 0.74%
59,105
+1,718
32
$7.69M 0.71%
15,834
-249
33
$7.48M 0.69%
93,515
-6,028
34
$7.43M 0.69%
76,168
-2,173
35
$7.43M 0.69%
77,944
-1,771
36
$7.22M 0.67%
53,573
-8,286
37
$7.19M 0.67%
19,601
-984
38
$7.11M 0.66%
49,669
-1,557
39
$6.88M 0.64%
52,105
-1,912
40
$6.84M 0.63%
46,190
+197
41
$6.82M 0.63%
32,038
-14,191
42
$6.79M 0.63%
56,805
-6,985
43
$6.61M 0.61%
72,172
-4,056
44
$6.56M 0.61%
6,622
-352
45
$6.28M 0.58%
22,781
-124
46
$6.13M 0.57%
45,975
+14
47
$5.84M 0.54%
7,911
+41
48
$5.58M 0.52%
5,319
-83
49
$5.51M 0.51%
37,736
-833
50
$5.43M 0.5%
18,988
-4,270
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