TW

TritonPoint Wealth Portfolio holdings

AUM $986M
1-Year Est. Return 21.58%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.08B
AUM Growth
+$30.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
361
New
Increased
Reduced
Closed

Top Buys

1
+$526K
2
+$522K
3
+$497K
4
FISV
Fiserv Inc
FISV
+$343K
5
BK icon
Bank of New York Mellon
BK
+$320K

Top Sells

1
+$2.87M
2
+$2.67M
3
+$2.65M
4
AAPL icon
Apple
AAPL
+$2.26M
5
LULU icon
lululemon athletica
LULU
+$1.63M

Sector Composition

1 Technology 18.23%
2 Financials 13.72%
3 Healthcare 8.81%
4 Consumer Discretionary 8.79%
5 Industrials 7.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.72M 0.34%
6,006
-27
77
$3.69M 0.34%
33,936
-1,288
78
$3.67M 0.34%
9,497
-462
79
$3.52M 0.33%
7,595
-80
80
$3.46M 0.32%
22,171
-7,765
81
$3.35M 0.31%
15,124
-98
82
$3.33M 0.31%
70,290
-860
83
$3.26M 0.3%
310,011
-56,672
84
$3.18M 0.29%
102,656
-645
85
$3.15M 0.29%
59,577
-61
86
$3.09M 0.29%
3,960
-294
87
$3.02M 0.28%
10,328
-4
88
$2.97M 0.27%
4,253
-153
89
$2.96M 0.27%
49,323
-1,130
90
$2.94M 0.27%
5,330
-49
91
$2.93M 0.27%
11,180
+291
92
$2.92M 0.27%
70,895
-1,885
93
$2.84M 0.26%
13,810
-1,010
94
$2.65M 0.25%
16,027
-500
95
$2.64M 0.24%
14,149
-233
96
$2.63M 0.24%
11,072
+816
97
$2.63M 0.24%
9,229
-2,129
98
$2.61M 0.24%
56,926
+1,239
99
$2.6M 0.24%
27,741
-26
100
$2.54M 0.23%
18,940
-110
2 3
4
5 6