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
$1.09B
AUM Growth
+$55.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
343
New
Increased
Reduced
Closed

Top Buys

1
+$5.65M
2
+$3.77M
3
+$1.83M
4
MSFT icon
Microsoft
MSFT
+$1.28M
5
ORCL icon
Oracle
ORCL
+$1.21M

Top Sells

1
+$6.24M
2
+$3.67M
3
+$3.22M
4
AY
Atlantica Sustainable Infrastructure plc Ordinary Shares
AY
+$1.82M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.65M

Sector Composition

1 Technology 18.31%
2 Financials 11.68%
3 Healthcare 11.15%
4 Consumer Discretionary 8.71%
5 Industrials 7.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.56M 0.23%
14,004
-1,341
102
$2.5M 0.23%
5,126
+14
103
$2.44M 0.22%
21,095
+546
104
$2.44M 0.22%
12,158
-1,582
105
$2.39M 0.22%
10,767
-835
106
$2.36M 0.22%
15,255
+1,025
107
$2.27M 0.21%
13,060
-2,459
108
$2.26M 0.21%
8,444
-892
109
$2.12M 0.19%
23,314
-2,546
110
$2.1M 0.19%
12,184
+364
111
$2.1M 0.19%
20,701
+322
112
$2.1M 0.19%
93,000
113
$2.09M 0.19%
10,740
+697
114
$2.08M 0.19%
23,034
+7,063
115
$1.96M 0.18%
22,290
+414
116
$1.96M 0.18%
16,258
-637
117
$1.83M 0.17%
+4,445
118
$1.81M 0.17%
4,209
-5
119
$1.77M 0.16%
6,438
-278
120
$1.74M 0.16%
6,666
+1,031
121
$1.68M 0.15%
17,461
-2,674
122
$1.66M 0.15%
6,988
+145
123
$1.65M 0.15%
31,382
-2,171
124
$1.65M 0.15%
5,894
+1,209
125
$1.6M 0.15%
25,718
-1,575
3 4
5
6 7