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
$1.1B
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
348
New
Increased
Reduced
Closed

Top Buys

1
+$3.2M
2
+$2.31M
3
+$870K
4
VUG icon
Vanguard Growth ETF
VUG
+$647K
5
AES icon
AES
AES
+$621K

Top Sells

1
+$3.76M
2
+$3.45M
3
+$945K
4
AMZN icon
Amazon
AMZN
+$688K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$669K

Sector Composition

1 Technology 18.9%
2 Financials 12.57%
3 Healthcare 9.81%
4 Consumer Discretionary 8.99%
5 Industrials 7.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.83M 0.35%
10,569
-142
77
$3.79M 0.34%
74,034
-814
78
$3.77M 0.34%
7,756
-886
79
$3.73M 0.34%
6,346
-92
80
$3.46M 0.31%
40,367
-1,344
81
$3.45M 0.31%
66,331
-49
82
$3.35M 0.3%
53,792
-2,787
83
$3.31M 0.3%
14,286
+2,102
84
$3.31M 0.3%
36,090
-957
85
$3.28M 0.3%
75,381
-5,383
86
$3.23M 0.29%
4,184
+108
87
$3.2M 0.29%
+11,993
88
$3.16M 0.29%
100,726
-8,175
89
$3.15M 0.29%
71,763
-805
90
$2.98M 0.27%
10,283
-58
91
$2.96M 0.27%
15,848
+42
92
$2.93M 0.27%
4,605
-12
93
$2.91M 0.26%
11,486
+29
94
$2.87M 0.26%
17,730
-196
95
$2.86M 0.26%
74,655
-923
96
$2.76M 0.25%
14,292
+288
97
$2.72M 0.25%
52,155
+486
98
$2.63M 0.24%
47,790
-27
99
$2.63M 0.24%
6,523
-143
100
$2.61M 0.24%
5,115
-11
2 3
4
5 6