TW

TritonPoint Wealth Portfolio holdings

AUM $986M
1-Year Est. Return 21.58%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.08B
AUM Growth
+$30.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
361
New
Increased
Reduced
Closed

Top Buys

1
+$526K
2
+$522K
3
+$497K
4
FISV
Fiserv Inc
FISV
+$343K
5
BK icon
Bank of New York Mellon
BK
+$320K

Top Sells

1
+$2.87M
2
+$2.67M
3
+$2.65M
4
AAPL icon
Apple
AAPL
+$2.26M
5
LULU icon
lululemon athletica
LULU
+$1.63M

Sector Composition

1 Technology 18.23%
2 Financials 13.72%
3 Healthcare 8.81%
4 Consumer Discretionary 8.79%
5 Industrials 7.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.5M 0.23%
14,083
+400
102
$2.5M 0.23%
30,899
+370
103
$2.49M 0.23%
31,693
-1,405
104
$2.45M 0.23%
43,675
-3,352
105
$2.39M 0.22%
10,387
-663
106
$2.33M 0.22%
8,285
+983
107
$2.3M 0.21%
12,416
+213
108
$2.27M 0.21%
7,148
+304
109
$2.24M 0.21%
9,989
-861
110
$2.23M 0.21%
20,670
+777
111
$2.12M 0.2%
21,301
-970
112
$2.08M 0.19%
3,138
+6
113
$2.07M 0.19%
10,560
-14
114
$2.05M 0.19%
18,722
+5,317
115
$2.02M 0.19%
21,560
-203
116
$2M 0.18%
6,442
+21
117
$1.95M 0.18%
15,698
+130
118
$1.86M 0.17%
13,010
-536
119
$1.79M 0.17%
2,533
+154
120
$1.76M 0.16%
6,328
-2,131
121
$1.75M 0.16%
7,527
+426
122
$1.75M 0.16%
16,988
+230
123
$1.73M 0.16%
3,844
-188
124
$1.61M 0.15%
30,466
+92
125
$1.58M 0.15%
4,697
-213
3 4
5
6 7