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
$1.05B
AUM Growth
-$54.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
344
New
Increased
Reduced
Closed

Top Buys

1
+$5.08M
2
+$3.2M
3
+$3.14M
4
NOW icon
ServiceNow
NOW
+$1.74M
5
FBND icon
Fidelity Total Bond ETF
FBND
+$1.69M

Top Sells

1
+$11.3M
2
+$4.78M
3
+$2.81M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$1.69M
5
MRK icon
Merck
MRK
+$911K

Sector Composition

1 Technology 17.37%
2 Financials 13.57%
3 Healthcare 10.08%
4 Consumer Discretionary 8.82%
5 Industrials 7.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.53M 0.34%
103,301
+2,575
77
$3.52M 0.33%
10,659
+90
78
$3.51M 0.33%
4,254
+70
79
$3.48M 0.33%
17,612
-145
80
$3.47M 0.33%
15,222
-626
81
$3.43M 0.33%
7,675
-81
82
$3.39M 0.32%
16,200
+15,018
83
$3.38M 0.32%
6,033
-313
84
$3.23M 0.31%
10,332
+49
85
$3.12M 0.3%
59,638
-6,693
86
$2.97M 0.28%
71,150
-613
87
$2.78M 0.26%
11,358
-128
88
$2.72M 0.26%
50,453
-1,702
89
$2.68M 0.25%
4,406
-199
90
$2.65M 0.25%
16,527
-1,203
91
$2.61M 0.25%
11,050
+422
92
$2.6M 0.25%
27,767
-8,323
93
$2.59M 0.25%
33,098
-659
94
$2.56M 0.24%
12,203
+830
95
$2.55M 0.24%
55,687
+36,969
96
$2.54M 0.24%
15,194
+908
97
$2.54M 0.24%
72,780
-1,875
98
$2.53M 0.24%
10,889
+147
99
$2.53M 0.24%
14,382
+90
100
$2.53M 0.24%
5,379
+264
2 3
4
5 6