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
$1.09B
AUM Growth
+$55.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
343
New
Increased
Reduced
Closed

Top Buys

1
+$5.65M
2
+$3.77M
3
+$1.83M
4
MSFT icon
Microsoft
MSFT
+$1.28M
5
ORCL icon
Oracle
ORCL
+$1.21M

Top Sells

1
+$6.24M
2
+$3.67M
3
+$3.22M
4
AY
Atlantica Sustainable Infrastructure plc Ordinary Shares
AY
+$1.82M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.65M

Sector Composition

1 Technology 18.31%
2 Financials 11.68%
3 Healthcare 11.15%
4 Consumer Discretionary 8.71%
5 Industrials 7.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.99M 0.36%
44,289
+1,609
77
$3.94M 0.36%
74,848
-8,110
78
$3.94M 0.36%
13,930
+3,953
79
$3.91M 0.36%
82,786
+3,383
80
$3.76M 0.34%
170,803
-82,446
81
$3.69M 0.34%
6,438
-2,265
82
$3.64M 0.33%
41,711
-3,751
83
$3.58M 0.33%
17,819
+393
84
$3.58M 0.33%
4,076
+241
85
$3.56M 0.33%
37,047
-3,257
86
$3.55M 0.32%
66,380
-5,815
87
$3.23M 0.29%
47,817
-186
88
$3.18M 0.29%
108,901
+21,285
89
$3.14M 0.29%
10,341
+13
90
$3.05M 0.28%
15,806
+233
91
$3.01M 0.27%
51,669
-4,800
92
$3M 0.27%
17,926
-719
93
$2.92M 0.27%
4,617
-120
94
$2.86M 0.26%
72,568
-4,241
95
$2.82M 0.26%
2,704
+148
96
$2.78M 0.25%
11,457
+2,426
97
$2.69M 0.25%
75,578
98
$2.67M 0.24%
33,923
-2,357
99
$2.64M 0.24%
31,774
+1,246
100
$2.61M 0.24%
10,676
+134
2 3
4
5 6