TW

TritonPoint Wealth Portfolio holdings

AUM $934M
1-Year Est. Return 23.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.17B
AUM Growth
+$85.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
357
New
Increased
Reduced
Closed

Top Buys

1
+$5.92M
2
+$1.7M
3
+$1.52M
4
ADI icon
Analog Devices
ADI
+$1.48M
5
VUG icon
Vanguard Growth ETF
VUG
+$985K

Top Sells

1
+$2.9M
2
+$1.05M
3
+$804K
4
MRK icon
Merck
MRK
+$602K
5
ACN icon
Accenture
ACN
+$575K

Sector Composition

1 Technology 19.34%
2 Financials 13.16%
3 Healthcare 8.27%
4 Consumer Discretionary 8.22%
5 Industrials 7.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10.2M 0.87%
47,150
+78
27
$10.1M 0.87%
75,468
-700
28
$10.1M 0.86%
71,320
+120
29
$9.96M 0.85%
20,522
+33
30
$9.66M 0.83%
34,103
+915
31
$9.36M 0.8%
33,298
-11,389
32
$8.69M 0.75%
17,285
+1,451
33
$8.01M 0.69%
19,767
+166
34
$7.91M 0.68%
50,927
+1,258
35
$7.64M 0.65%
73,082
-4,862
36
$7.51M 0.64%
56,039
-3,066
37
$7.3M 0.63%
86,209
-7,306
38
$7.2M 0.62%
51,232
-873
39
$7.03M 0.6%
46,268
+78
40
$6.65M 0.57%
5,704
+385
41
$6.63M 0.57%
47,633
-5,940
42
$6.57M 0.56%
30,910
-1,128
43
$6.45M 0.55%
45,795
-180
44
$6.31M 0.54%
37,701
-35
45
$6.27M 0.54%
25,517
+6,167
46
$6.25M 0.54%
73,868
+1,696
47
$6.21M 0.53%
6,704
+82
48
$6.2M 0.53%
8,445
+534
49
$6.17M 0.53%
22,828
+47
50
$6.1M 0.52%
54,407
-2,398
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