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
$1.04B
AUM Growth
+$82.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
341
New
Increased
Reduced
Closed

Top Buys

1
+$6.99M
2
+$4.46M
3
+$4.04M
4
BINC icon
BlackRock Flexible Income ETF
BINC
+$3.77M
5
ORCL icon
Oracle
ORCL
+$3.63M

Top Sells

1
+$5.99M
2
+$3.73M
3
+$2.15M
4
NVDA icon
NVIDIA
NVDA
+$1.86M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.78M

Sector Composition

1 Technology 18.27%
2 Healthcare 10.98%
3 Financials 10.93%
4 Industrials 8.43%
5 Consumer Discretionary 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.39M 0.23%
10,542
-8
102
$2.37M 0.23%
20,549
+3,073
103
$2.36M 0.23%
11,602
-1
104
$2.34M 0.23%
9,336
-222
105
$2.34M 0.23%
30,528
-3,396
106
$2.18M 0.21%
4,214
-150
107
$2.17M 0.21%
+25,860
108
$2.09M 0.2%
75,578
-5,766
109
$2.08M 0.2%
9,031
-2,142
110
$2.07M 0.2%
43,511
-78,495
111
$2M 0.19%
20,135
-307
112
$2M 0.19%
93,000
+54
113
$1.98M 0.19%
41,721
-11,040
114
$1.9M 0.18%
11,820
+600
115
$1.88M 0.18%
14,230
+258
116
$1.84M 0.18%
20,379
-120
117
$1.78M 0.17%
21,876
-95
118
$1.72M 0.17%
10,043
-1,787
119
$1.72M 0.17%
+33,553
120
$1.62M 0.16%
7,609
-555
121
$1.61M 0.16%
6,716
-191
122
$1.6M 0.15%
27,293
-15,762
123
$1.55M 0.15%
7,762
-1,254
124
$1.53M 0.15%
70,399
-21,851
125
$1.53M 0.15%
32,380
-1,141
3 4
5
6 7