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
$1.09B
AUM Growth
+$55.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
343
New
Increased
Reduced
Closed

Top Buys

1
+$5.65M
2
+$3.77M
3
+$1.83M
4
MSFT icon
Microsoft
MSFT
+$1.28M
5
ORCL icon
Oracle
ORCL
+$1.21M

Top Sells

1
+$6.24M
2
+$3.67M
3
+$3.22M
4
AY
Atlantica Sustainable Infrastructure plc Ordinary Shares
AY
+$1.82M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.65M

Sector Composition

1 Technology 18.31%
2 Financials 11.68%
3 Healthcare 11.15%
4 Consumer Discretionary 8.71%
5 Industrials 7.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.88M 0.54%
50,476
+5,863
52
$5.87M 0.54%
45,975
53
$5.83M 0.53%
33,583
-1,585
54
$5.66M 0.52%
160,924
+21,250
55
$5.65M 0.52%
+98,520
56
$5.31M 0.48%
24,305
-1,362
57
$5.21M 0.48%
5,509
+117
58
$5.19M 0.47%
258,590
+45,528
59
$5.16M 0.47%
33,278
+5,450
60
$5.15M 0.47%
65,836
-6,693
61
$5.04M 0.46%
64,134
+6,429
62
$5.03M 0.46%
8,642
+39
63
$4.98M 0.45%
19,668
-12,706
64
$4.97M 0.45%
19,466
+49
65
$4.81M 0.44%
52,354
+2,286
66
$4.77M 0.44%
20,543
+1,812
67
$4.61M 0.42%
38,263
-1,793
68
$4.6M 0.42%
45,330
-3,929
69
$4.42M 0.4%
125,029
-14,588
70
$4.32M 0.4%
66,612
-6,880
71
$4.22M 0.39%
80,764
-5,340
72
$4.19M 0.38%
10,711
+99
73
$4.13M 0.38%
7,284
+774
74
$4.09M 0.37%
56,579
-318
75
$4.03M 0.37%
14,538
+239
1 2
3
4 5