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
$1.05B
AUM Growth
-$54.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
344
New
Increased
Reduced
Closed

Top Buys

1
+$5.08M
2
+$3.2M
3
+$3.14M
4
NOW icon
ServiceNow
NOW
+$1.74M
5
FBND icon
Fidelity Total Bond ETF
FBND
+$1.69M

Top Sells

1
+$11.3M
2
+$4.78M
3
+$2.81M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$1.69M
5
MRK icon
Merck
MRK
+$911K

Sector Composition

1 Technology 17.37%
2 Financials 13.57%
3 Healthcare 10.08%
4 Consumer Discretionary 8.82%
5 Industrials 7.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.28M 0.5%
50,461
-2,436
52
$5.11M 0.49%
5,402
-32
53
$5.11M 0.49%
38,569
+895
54
$5.07M 0.48%
100,915
-803
55
$4.96M 0.47%
64,802
+3
56
$4.93M 0.47%
29,936
-3,053
57
$4.89M 0.47%
19,245
-212
58
$4.75M 0.45%
62,828
-2,356
59
$4.75M 0.45%
92,964
+18,930
60
$4.69M 0.45%
33,548
-710
61
$4.55M 0.43%
366,683
+59,806
62
$4.54M 0.43%
7,870
+252
63
$4.52M 0.43%
151,593
-5,962
64
$4.34M 0.41%
52,102
-96
65
$4.25M 0.4%
17,850
-221
66
$4.13M 0.39%
42,871
+398
67
$4.12M 0.39%
113,650
-12,236
68
$4.09M 0.39%
63,990
-1,427
69
$4.05M 0.39%
15,089
+159
70
$3.99M 0.38%
19,796
-55
71
$3.98M 0.38%
14,496
+52
72
$3.82M 0.36%
9,959
+8,334
73
$3.77M 0.36%
38,150
-7,700
74
$3.71M 0.35%
51,395
-2,397
75
$3.67M 0.35%
75,688
-696
1 2
3
4 5