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
$1.1B
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
348
New
Increased
Reduced
Closed

Top Buys

1
+$3.2M
2
+$2.31M
3
+$870K
4
VUG icon
Vanguard Growth ETF
VUG
+$647K
5
AES icon
AES
AES
+$621K

Top Sells

1
+$3.76M
2
+$3.45M
3
+$945K
4
AMZN icon
Amazon
AMZN
+$688K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$669K

Sector Composition

1 Technology 18.9%
2 Financials 12.57%
3 Healthcare 9.81%
4 Consumer Discretionary 8.99%
5 Industrials 7.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.91M 0.53%
34,258
+980
52
$5.71M 0.52%
23,985
-320
53
$5.63M 0.51%
77,683
-5,987
54
$5.57M 0.5%
5,434
-75
55
$5.39M 0.49%
32,149
-1,434
56
$5.37M 0.49%
32,989
-2,214
57
$5.31M 0.48%
58,367
-1,051
58
$5.04M 0.46%
18,071
-1,597
59
$5.01M 0.45%
157,555
-3,369
60
$5M 0.45%
14,930
+392
61
$4.84M 0.44%
64,799
+665
62
$4.75M 0.43%
52,198
-156
63
$4.58M 0.41%
65,184
-652
64
$4.57M 0.41%
19,457
-9
65
$4.46M 0.4%
7,618
+334
66
$4.44M 0.4%
45,850
+520
67
$4.37M 0.4%
125,886
+857
68
$4.36M 0.39%
37,674
-589
69
$4.35M 0.39%
65,417
-1,195
70
$4.22M 0.38%
19,851
-692
71
$4.19M 0.38%
14,444
+514
72
$4.14M 0.37%
76,384
-6,402
73
$4.11M 0.37%
42,473
-1,816
74
$3.98M 0.36%
17,757
-62
75
$3.95M 0.36%
306,877
+48,287
1 2
3
4 5