TW

TritonPoint Wealth Portfolio holdings

AUM $986M
1-Year Est. Return 21.58%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.08B
AUM Growth
+$30.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
361
New
Increased
Reduced
Closed

Top Buys

1
+$526K
2
+$522K
3
+$497K
4
FISV
Fiserv Inc
FISV
+$343K
5
BK icon
Bank of New York Mellon
BK
+$320K

Top Sells

1
+$2.87M
2
+$2.67M
3
+$2.65M
4
AAPL icon
Apple
AAPL
+$2.26M
5
LULU icon
lululemon athletica
LULU
+$1.63M

Sector Composition

1 Technology 18.23%
2 Financials 13.72%
3 Healthcare 8.81%
4 Consumer Discretionary 8.79%
5 Industrials 7.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.28M 0.49%
58,084
-768
52
$5.18M 0.48%
62,062
-766
53
$5.13M 0.48%
19,011
-234
54
$5.11M 0.47%
152,605
+1,012
55
$5.06M 0.47%
31,777
+368
56
$5.01M 0.46%
45,882
-4,579
57
$4.98M 0.46%
16,351
+1,855
58
$4.89M 0.45%
63,205
-1,597
59
$4.88M 0.45%
93,195
+231
60
$4.83M 0.45%
32,287
-1,261
61
$4.71M 0.44%
51,769
-333
62
$4.61M 0.43%
19,350
-446
63
$4.58M 0.42%
16,746
-1,104
64
$4.46M 0.41%
79,407
-21,508
65
$4.44M 0.41%
62,812
-1,178
66
$4.39M 0.41%
40,441
-2,430
67
$4.3M 0.4%
15,588
+394
68
$4.28M 0.4%
112,800
-850
69
$4.2M 0.39%
13,475
-640
70
$4.08M 0.38%
73,728
-1,960
71
$4.04M 0.37%
10,406
-253
72
$4M 0.37%
14,660
-429
73
$4M 0.37%
15,953
-247
74
$3.85M 0.36%
54,041
+2,646
75
$3.77M 0.35%
38,010
-140
1 2
3
4 5