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
$1.02B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
326
New
Increased
Reduced
Closed

Top Buys

1
+$83.2M
2
+$38.5M
3
+$31.1M
4
BNL icon
Broadstone Net Lease
BNL
+$29.6M
5
AMZN icon
Amazon
AMZN
+$28.2M

Top Sells

No sells this quarter

Sector Composition

1 Technology 17.15%
2 Healthcare 11.73%
3 Financials 11.25%
4 Industrials 9.01%
5 Consumer Discretionary 8.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.5M 0.34%
+181,803
77
$3.5M 0.34%
+23,406
78
$3.46M 0.34%
+19,243
79
$3.46M 0.34%
+17,408
80
$3.21M 0.31%
+17,938
81
$3.13M 0.31%
+77,873
82
$3.1M 0.3%
+91,950
83
$3.06M 0.3%
+42,175
84
$2.89M 0.28%
+30,544
85
$2.82M 0.27%
+6,114
86
$2.8M 0.27%
+19,308
87
$2.8M 0.27%
+48,600
88
$2.79M 0.27%
+33,305
89
$2.75M 0.27%
+52,492
90
$2.71M 0.26%
+11,043
91
$2.68M 0.26%
+101,730
92
$2.63M 0.26%
+11,592
93
$2.59M 0.25%
+16,923
94
$2.58M 0.25%
+89,642
95
$2.58M 0.25%
+96,359
96
$2.57M 0.25%
+172,571
97
$2.48M 0.24%
+20,930
98
$2.39M 0.23%
+15,452
99
$2.39M 0.23%
+4,670
100
$2.3M 0.22%
+31,899
2 3
4
5 6