TW

TritonPoint Wealth Portfolio holdings

AUM $934M
1-Year Est. Return 23.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.17B
AUM Growth
+$85.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
357
New
Increased
Reduced
Closed

Top Buys

1
+$5.92M
2
+$1.7M
3
+$1.52M
4
ADI icon
Analog Devices
ADI
+$1.48M
5
VUG icon
Vanguard Growth ETF
VUG
+$985K

Top Sells

1
+$2.9M
2
+$1.05M
3
+$804K
4
MRK icon
Merck
MRK
+$602K
5
ACN icon
Accenture
ACN
+$575K

Sector Composition

1 Technology 19.34%
2 Financials 13.16%
3 Healthcare 8.27%
4 Consumer Discretionary 8.22%
5 Industrials 7.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.64M 0.23%
27,699
-42
102
$2.58M 0.22%
13,784
-299
103
$2.48M 0.21%
8,442
-787
104
$2.41M 0.21%
10,206
-181
105
$2.39M 0.21%
30,505
-394
106
$2.37M 0.2%
10,509
+520
107
$2.34M 0.2%
25,104
108
$2.26M 0.19%
13,530
+520
109
$2.25M 0.19%
18,750
-190
110
$2.25M 0.19%
28,460
-3,233
111
$2.23M 0.19%
21,290
-11
112
$2.21M 0.19%
10,547
-13
113
$2.2M 0.19%
19,487
-1,183
114
$2.2M 0.19%
56,046
-23,361
115
$2.14M 0.18%
42,448
-1,227
116
$2.14M 0.18%
18,567
-155
117
$2.02M 0.17%
21,263
-297
118
$1.94M 0.17%
2,441
-92
119
$1.91M 0.16%
6,483
+41
120
$1.82M 0.16%
15,899
+201
121
$1.8M 0.15%
17,434
+446
122
$1.71M 0.15%
5,745
-583
123
$1.66M 0.14%
31,265
+799
124
$1.56M 0.13%
2,767
+281
125
$1.55M 0.13%
3,592
-252
3 4
5
6 7