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
$1.05B
AUM Growth
-$54.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
344
New
Increased
Reduced
Closed

Top Buys

1
+$5.08M
2
+$3.2M
3
+$3.14M
4
NOW icon
ServiceNow
NOW
+$1.74M
5
FBND icon
Fidelity Total Bond ETF
FBND
+$1.69M

Top Sells

1
+$11.3M
2
+$4.78M
3
+$2.81M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$1.69M
5
MRK icon
Merck
MRK
+$911K

Sector Composition

1 Technology 17.37%
2 Financials 13.57%
3 Healthcare 10.08%
4 Consumer Discretionary 8.82%
5 Industrials 7.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.49M 0.24%
30,529
-490
102
$2.45M 0.23%
47,027
-763
103
$2.37M 0.23%
19,893
-377
104
$2.36M 0.23%
13,683
+792
105
$2.36M 0.22%
2,964
+2,187
106
$2.28M 0.22%
20,707
-43,425
107
$2.27M 0.22%
10,256
+3,185
108
$2.13M 0.2%
8,459
+136
109
$2.1M 0.2%
53,820
-21,561
110
$2.08M 0.2%
22,299
-18,068
111
$2.05M 0.2%
92,946
112
$2.04M 0.19%
21,763
-1,282
113
$1.97M 0.19%
6,421
-65
114
$1.97M 0.19%
10,574
-1,601
115
$1.97M 0.19%
22,271
+71
116
$1.89M 0.18%
7,302
+2,906
117
$1.85M 0.18%
4,032
-157
118
$1.83M 0.17%
5,870
-36,354
119
$1.78M 0.17%
1,905
+81
120
$1.77M 0.17%
6,844
+321
121
$1.73M 0.17%
16,758
+7,850
122
$1.72M 0.16%
13,546
-886
123
$1.7M 0.16%
3,132
+500
124
$1.69M 0.16%
27,775
+1,270
125
$1.63M 0.16%
5,775
-27
3 4
5
6 7