TW

TritonPoint Wealth Portfolio holdings

AUM $934M
1-Year Est. Return 23.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.17B
AUM Growth
+$85.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
357
New
Increased
Reduced
Closed

Top Buys

1
+$5.92M
2
+$1.7M
3
+$1.52M
4
ADI icon
Analog Devices
ADI
+$1.48M
5
VUG icon
Vanguard Growth ETF
VUG
+$985K

Top Sells

1
+$2.9M
2
+$1.05M
3
+$804K
4
MRK icon
Merck
MRK
+$602K
5
ACN icon
Accenture
ACN
+$575K

Sector Composition

1 Technology 19.34%
2 Financials 13.16%
3 Healthcare 8.27%
4 Consumer Discretionary 8.22%
5 Industrials 7.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.92M 0.51%
18,499
-489
52
$5.52M 0.47%
46,471
+589
53
$5.5M 0.47%
62,973
+911
54
$5.45M 0.47%
+285,892
55
$5.38M 0.46%
16,341
-10
56
$5.32M 0.46%
31,112
-1,175
57
$5.31M 0.46%
11,121
+715
58
$5.21M 0.45%
18,973
-38
59
$5.05M 0.43%
91,201
-1,994
60
$4.98M 0.43%
16,307
+354
61
$4.92M 0.42%
149,694
-2,911
62
$4.9M 0.42%
31,911
+134
63
$4.87M 0.42%
62,310
-895
64
$4.82M 0.41%
40,713
+272
65
$4.74M 0.41%
14,376
-1,212
66
$4.65M 0.4%
48,442
-3,327
67
$4.55M 0.39%
114,820
+2,020
68
$4.5M 0.39%
56,341
-1,743
69
$4.49M 0.39%
13,006
-469
70
$4.34M 0.37%
60,278
-2,534
71
$4.27M 0.37%
16,387
-359
72
$4.23M 0.36%
321,080
+11,069
73
$4.12M 0.35%
72,429
-1,299
74
$4.06M 0.35%
33,924
-12
75
$4.04M 0.35%
21,930
+8,120
1 2
3
4 5