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
$1.1B
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
348
New
Increased
Reduced
Closed

Top Buys

1
+$3.2M
2
+$2.31M
3
+$870K
4
VUG icon
Vanguard Growth ETF
VUG
+$647K
5
AES icon
AES
AES
+$621K

Top Sells

1
+$3.76M
2
+$3.45M
3
+$945K
4
AMZN icon
Amazon
AMZN
+$688K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$669K

Sector Composition

1 Technology 18.9%
2 Financials 12.57%
3 Healthcare 9.81%
4 Consumer Discretionary 8.99%
5 Industrials 7.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.61M 0.24%
33,757
-166
102
$2.46M 0.22%
10,742
-25
103
$2.44M 0.22%
31,019
-755
104
$2.42M 0.22%
10,628
-48
105
$2.41M 0.22%
12,175
+17
106
$2.33M 0.21%
8,323
-121
107
$2.29M 0.21%
22,762
-272
108
$2.24M 0.2%
14,432
-823
109
$2.22M 0.2%
5,802
-92
110
$2.18M 0.2%
12,891
-169
111
$2.18M 0.2%
20,270
-825
112
$2.15M 0.2%
92,946
-54
113
$2.13M 0.19%
22,200
-90
114
$2.05M 0.19%
23,045
-269
115
$2.02M 0.18%
11,373
+633
116
$1.92M 0.17%
20,075
-626
117
$1.91M 0.17%
6,486
+48
118
$1.82M 0.17%
2,559
-145
119
$1.81M 0.16%
16,156
-1,305
120
$1.76M 0.16%
4,189
-20
121
$1.7M 0.15%
7,071
+83
122
$1.64M 0.15%
2,632
+92
123
$1.63M 0.15%
18,240
-210
124
$1.62M 0.15%
7,185
-104
125
$1.58M 0.14%
30,496
-886
3 4
5
6 7