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
$1.02B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
326
New
Increased
Reduced
Closed

Top Buys

1
+$83.2M
2
+$38.5M
3
+$31.1M
4
BNL icon
Broadstone Net Lease
BNL
+$29.6M
5
AMZN icon
Amazon
AMZN
+$28.2M

Top Sells

No sells this quarter

Sector Composition

1 Technology 17.15%
2 Healthcare 11.73%
3 Financials 11.25%
4 Industrials 9.01%
5 Consumer Discretionary 8.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.54M 0.15%
+7,323
127
$1.53M 0.15%
+7,157
128
$1.49M 0.15%
+16,625
129
$1.46M 0.14%
+10,123
130
$1.41M 0.14%
+30,592
131
$1.41M 0.14%
+4,684
132
$1.38M 0.13%
+17,388
133
$1.3M 0.13%
+11,332
134
$1.29M 0.13%
+11,540
135
$1.26M 0.12%
+26,307
136
$1.26M 0.12%
+4,940
137
$1.24M 0.12%
+14,800
138
$1.17M 0.11%
+12,771
139
$1.15M 0.11%
+4,420
140
$1.14M 0.11%
+38,202
141
$1.13M 0.11%
+8,115
142
$1.08M 0.11%
+31,049
143
$1.07M 0.1%
+15,819
144
$1.06M 0.1%
+12,817
145
$1.06M 0.1%
+7,802
146
$1.06M 0.1%
+10,888
147
$1.05M 0.1%
+2,178
148
$1.05M 0.1%
+3,472
149
$1.04M 0.1%
+12,800
150
$1.03M 0.1%
+12,520
4 5
6
7 8