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
$1.04B
AUM Growth
+$82.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
341
New
Increased
Reduced
Closed

Top Buys

1
+$6.99M
2
+$4.46M
3
+$4.04M
4
BINC icon
BlackRock Flexible Income ETF
BINC
+$3.77M
5
ORCL icon
Oracle
ORCL
+$3.63M

Top Sells

1
+$5.99M
2
+$3.73M
3
+$2.15M
4
NVDA icon
NVIDIA
NVDA
+$1.86M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.78M

Sector Composition

1 Technology 18.27%
2 Healthcare 10.98%
3 Financials 10.93%
4 Industrials 8.43%
5 Consumer Discretionary 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.5M 0.14%
2,602
+181
127
$1.5M 0.14%
6,843
+198
128
$1.45M 0.14%
4,256
-280
129
$1.4M 0.13%
4,685
-124
130
$1.37M 0.13%
33,039
-31,518
131
$1.3M 0.13%
15,971
-8,111
132
$1.28M 0.12%
15,770
-1,618
133
$1.28M 0.12%
172,551
-20
134
$1.25M 0.12%
14,594
+1,084
135
$1.19M 0.11%
40,180
+3,664
136
$1.17M 0.11%
13,425
137
$1.16M 0.11%
3,195
+442
138
$1.16M 0.11%
16,460
-154
139
$1.15M 0.11%
2,076
-470
140
$1.15M 0.11%
9,640
-247
141
$1.13M 0.11%
3,903
-293
142
$1.13M 0.11%
12,305
+2,853
143
$1.11M 0.11%
5,635
+233
144
$1.08M 0.1%
15,990
-1,590
145
$1.03M 0.1%
11,083
-188
146
$992K 0.1%
9,010
+34
147
$985K 0.09%
18,195
-53
148
$976K 0.09%
7,527
-369
149
$946K 0.09%
12,486
-3,081
150
$938K 0.09%
+9,432
4 5
6
7 8