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
$1.04B
AUM Growth
+$82.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
341
New
Increased
Reduced
Closed

Top Buys

1
+$6.99M
2
+$4.46M
3
+$4.04M
4
BINC icon
BlackRock Flexible Income ETF
BINC
+$3.77M
5
ORCL icon
Oracle
ORCL
+$3.63M

Top Sells

1
+$5.99M
2
+$3.73M
3
+$2.15M
4
NVDA icon
NVIDIA
NVDA
+$1.86M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.78M

Sector Composition

1 Technology 18.27%
2 Healthcare 10.98%
3 Financials 10.93%
4 Industrials 8.43%
5 Consumer Discretionary 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.68M 0.35%
14,299
+12,778
77
$3.66M 0.35%
42,680
-2,262
78
$3.65M 0.35%
56,897
+262
79
$3.53M 0.34%
10,612
-84
80
$3.47M 0.33%
3,835
+33
81
$3.45M 0.33%
27,828
-5,650
82
$3.28M 0.32%
6,510
+288
83
$3.18M 0.31%
17,426
-1,455
84
$3.05M 0.29%
76,809
-7,748
85
$3.02M 0.29%
56,469
+17,724
86
$3.02M 0.29%
79,403
+1,209
87
$2.88M 0.28%
48,003
+204
88
$2.82M 0.27%
18,645
-3,426
89
$2.78M 0.27%
36,280
-5,707
90
$2.69M 0.26%
2,556
+92
91
$2.68M 0.26%
9,977
-7,992
92
$2.63M 0.25%
10,328
-275
93
$2.57M 0.25%
15,573
-372
94
$2.54M 0.24%
87,616
-24,022
95
$2.52M 0.24%
13,740
-926
96
$2.51M 0.24%
15,519
-1,428
97
$2.45M 0.24%
5,112
+97
98
$2.41M 0.23%
16,895
-198
99
$2.4M 0.23%
4,737
-879
100
$2.39M 0.23%
15,345
+307
2 3
4
5 6