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
$1.02B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
326
New
Increased
Reduced
Closed

Top Buys

1
+$83.2M
2
+$38.5M
3
+$31.1M
4
BNL icon
Broadstone Net Lease
BNL
+$29.6M
5
AMZN icon
Amazon
AMZN
+$28.2M

Top Sells

No sells this quarter

Sector Composition

1 Technology 17.15%
2 Healthcare 11.73%
3 Financials 11.25%
4 Industrials 9.01%
5 Consumer Discretionary 8.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.13M 0.21%
+3,661
102
$2.1M 0.2%
+5,932
103
$2.09M 0.2%
+9,531
104
$2.09M 0.2%
+8,629
105
$2.09M 0.2%
+41,235
106
$2.05M 0.2%
+5,015
107
$2.04M 0.2%
+94,356
108
$2.03M 0.2%
+42,410
109
$2.02M 0.2%
+19,554
110
$2.02M 0.2%
+12,795
111
$2.01M 0.2%
+12,964
112
$1.98M 0.19%
+2,258
113
$1.98M 0.19%
+4,804
114
$1.93M 0.19%
+19,334
115
$1.9M 0.19%
+7,636
116
$1.89M 0.18%
+20,854
117
$1.85M 0.18%
+26,388
118
$1.76M 0.17%
+16,148
119
$1.75M 0.17%
+93,051
120
$1.73M 0.17%
+2,896
121
$1.73M 0.17%
+16,376
122
$1.69M 0.16%
+7,194
123
$1.64M 0.16%
+12,687
124
$1.61M 0.16%
+20,400
125
$1.6M 0.16%
+21,131
3 4
5
6 7