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
$1.1B
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
348
New
Increased
Reduced
Closed

Top Buys

1
+$3.2M
2
+$2.31M
3
+$870K
4
VUG icon
Vanguard Growth ETF
VUG
+$647K
5
AES icon
AES
AES
+$621K

Top Sells

1
+$3.76M
2
+$3.45M
3
+$945K
4
AMZN icon
Amazon
AMZN
+$688K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$669K

Sector Composition

1 Technology 18.9%
2 Financials 12.57%
3 Healthcare 9.81%
4 Consumer Discretionary 8.99%
5 Industrials 7.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.5M 0.14%
26,505
+1,719
127
$1.45M 0.13%
4,012
+40
128
$1.34M 0.12%
21,577
-4,141
129
$1.34M 0.12%
13,405
-20
130
$1.34M 0.12%
15,572
-686
131
$1.33M 0.12%
3,315
+220
132
$1.26M 0.11%
15,770
133
$1.26M 0.11%
9,409
-86
134
$1.25M 0.11%
2,179
+121
135
$1.24M 0.11%
46,637
-10,000
136
$1.2M 0.11%
13,333
-1,261
137
$1.17M 0.11%
172,551
138
$1.16M 0.11%
38,931
-7
139
$1.16M 0.11%
4,396
+540
140
$1.16M 0.11%
9,365
+320
141
$1.15M 0.1%
4,059
-386
142
$1.14M 0.1%
7,406
-298
143
$1.1M 0.1%
23,203
-2,430
144
$1.09M 0.1%
18,478
-3,014
145
$1.09M 0.1%
10,725
-358
146
$1.05M 0.09%
18,250
-101
147
$1.05M 0.09%
4,526
+327
148
$1.01M 0.09%
7,492
+44
149
$977K 0.09%
16,148
-144
150
$949K 0.09%
7,014
-2
4 5
6
7 8