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
$1.09B
AUM Growth
+$55.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
343
New
Increased
Reduced
Closed

Top Buys

1
+$5.65M
2
+$3.77M
3
+$1.83M
4
MSFT icon
Microsoft
MSFT
+$1.28M
5
ORCL icon
Oracle
ORCL
+$1.21M

Top Sells

1
+$6.24M
2
+$3.67M
3
+$3.22M
4
AY
Atlantica Sustainable Infrastructure plc Ordinary Shares
AY
+$1.82M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.65M

Sector Composition

1 Technology 18.31%
2 Financials 11.68%
3 Healthcare 11.15%
4 Consumer Discretionary 8.71%
5 Industrials 7.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.58M 0.14%
56,637
-13,762
127
$1.53M 0.14%
36,003
-5,718
128
$1.51M 0.14%
7,289
-320
129
$1.49M 0.14%
2,540
-62
130
$1.43M 0.13%
3,972
-284
131
$1.43M 0.13%
172,551
132
$1.39M 0.13%
15,770
133
$1.36M 0.12%
14,594
134
$1.31M 0.12%
7,704
-58
135
$1.31M 0.12%
18,450
+2,460
136
$1.27M 0.12%
9,495
-145
137
$1.26M 0.12%
24,786
-8,253
138
$1.24M 0.11%
25,633
-6,747
139
$1.21M 0.11%
16,292
-168
140
$1.2M 0.11%
13,425
141
$1.18M 0.11%
38,938
-1,242
142
$1.16M 0.11%
3,095
-100
143
$1.14M 0.1%
21,492
-22,019
144
$1.13M 0.1%
11,435
-870
145
$1.1M 0.1%
7,448
-79
146
$1.09M 0.1%
3,635
-268
147
$1.06M 0.1%
11,083
148
$1.03M 0.09%
+2,058
149
$1.01M 0.09%
3,856
+836
150
$1.01M 0.09%
7,331
+52
4 5
6
7 8