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
$1.02B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
326
New
Increased
Reduced
Closed

Top Buys

1
+$83.2M
2
+$38.5M
3
+$31.1M
4
BNL icon
Broadstone Net Lease
BNL
+$29.6M
5
AMZN icon
Amazon
AMZN
+$28.2M

Top Sells

No sells this quarter

Sector Composition

1 Technology 17.15%
2 Healthcare 11.73%
3 Financials 11.25%
4 Industrials 9.01%
5 Consumer Discretionary 8.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.89M 0.57%
+27,278
52
$5.81M 0.57%
+39,664
53
$5.79M 0.57%
+114,628
54
$5.71M 0.56%
+8,458
55
$5.71M 0.56%
+25,301
56
$5.42M 0.53%
+77,049
57
$5.13M 0.5%
+45,995
58
$5.03M 0.49%
+6,194
59
$4.91M 0.48%
+155,797
60
$4.82M 0.47%
+93,905
61
$4.67M 0.46%
+35,675
62
$4.58M 0.45%
+15,449
63
$4.4M 0.43%
+139,723
64
$4.36M 0.43%
+18,368
65
$4.3M 0.42%
+9,004
66
$4.01M 0.39%
+186,349
67
$4M 0.39%
+8,835
68
$3.96M 0.39%
+19,904
69
$3.86M 0.38%
+48,727
70
$3.8M 0.37%
+64,412
71
$3.75M 0.37%
+67,650
72
$3.71M 0.36%
+12,535
73
$3.69M 0.36%
+27,073
74
$3.6M 0.35%
+42,837
75
$3.59M 0.35%
+13,629
1 2
3
4 5