TW

TritonPoint Wealth Portfolio holdings

AUM $934M
1-Year Est. Return 23.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.17B
AUM Growth
+$85.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
357
New
Increased
Reduced
Closed

Top Buys

1
+$5.92M
2
+$1.7M
3
+$1.52M
4
ADI icon
Analog Devices
ADI
+$1.48M
5
VUG icon
Vanguard Growth ETF
VUG
+$985K

Top Sells

1
+$2.9M
2
+$1.05M
3
+$804K
4
MRK icon
Merck
MRK
+$602K
5
ACN icon
Accenture
ACN
+$575K

Sector Composition

1 Technology 19.34%
2 Financials 13.16%
3 Healthcare 8.27%
4 Consumer Discretionary 8.22%
5 Industrials 7.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.92M 0.34%
39,122
+1,112
77
$3.92M 0.34%
5,866
-140
78
$3.86M 0.33%
74,739
+4,449
79
$3.8M 0.33%
7,613
+18
80
$3.55M 0.3%
53,158
-883
81
$3.54M 0.3%
7,950
+802
82
$3.52M 0.3%
112,656
+10,000
83
$3.33M 0.29%
62,455
+2,878
84
$3.31M 0.28%
13,931
-729
85
$3.3M 0.28%
9,368
-129
86
$3.26M 0.28%
4,300
+47
87
$3.23M 0.28%
5,377
+47
88
$3.19M 0.27%
48,325
-998
89
$3.16M 0.27%
10,409
+81
90
$3.14M 0.27%
10,947
-233
91
$3.12M 0.27%
15,085
-39
92
$3.07M 0.26%
4,019
+59
93
$3.01M 0.26%
65,889
-5,006
94
$3M 0.26%
11,763
+691
95
$2.95M 0.25%
20,153
-2,018
96
$2.93M 0.25%
12,636
+220
97
$2.85M 0.24%
14,178
+29
98
$2.81M 0.24%
16,027
99
$2.72M 0.23%
36,900
+3,760
100
$2.69M 0.23%
58,035
+1,109
2 3
4
5 6