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
$1.04B
AUM Growth
+$82.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
341
New
Increased
Reduced
Closed

Top Buys

1
+$6.99M
2
+$4.46M
3
+$4.04M
4
BINC icon
BlackRock Flexible Income ETF
BINC
+$3.77M
5
ORCL icon
Oracle
ORCL
+$3.63M

Top Sells

1
+$5.99M
2
+$3.73M
3
+$2.15M
4
NVDA icon
NVIDIA
NVDA
+$1.86M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.78M

Sector Composition

1 Technology 18.27%
2 Healthcare 10.98%
3 Financials 10.93%
4 Industrials 8.43%
5 Consumer Discretionary 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.8M 0.56%
35,168
-2,070
52
$5.78M 0.56%
40,923
+25,686
53
$5.56M 0.54%
253,249
+56,540
54
$5.45M 0.52%
45,975
55
$5.27M 0.51%
72,529
-24,475
56
$5.05M 0.49%
25,667
+77
57
$4.96M 0.48%
139,617
-1,291
58
$4.78M 0.46%
49,259
+2,292
59
$4.76M 0.46%
44,613
+1,434
60
$4.75M 0.46%
8,703
-114
61
$4.63M 0.45%
19,417
-118
62
$4.46M 0.43%
+73,492
63
$4.41M 0.42%
50,068
-773
64
$4.35M 0.42%
86,104
-9,281
65
$4.32M 0.42%
57,705
+2,215
66
$4.28M 0.41%
18,731
+254
67
$4.25M 0.41%
5,392
-385
68
$4.14M 0.4%
45,462
+9,260
69
$4.04M 0.39%
+82,958
70
$4.02M 0.39%
40,056
-1,599
71
$4.02M 0.39%
8,603
-14
72
$3.83M 0.37%
139,674
-21,875
73
$3.77M 0.36%
+72,195
74
$3.74M 0.36%
213,062
+12,210
75
$3.7M 0.36%
40,304
+2,820
1 2
3
4 5