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
$1.05B
AUM Growth
-$54.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
344
New
Increased
Reduced
Closed

Top Buys

1
+$5.08M
2
+$3.2M
3
+$3.14M
4
NOW icon
ServiceNow
NOW
+$1.74M
5
FBND icon
Fidelity Total Bond ETF
FBND
+$1.69M

Top Sells

1
+$11.3M
2
+$4.78M
3
+$2.81M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$1.69M
5
MRK icon
Merck
MRK
+$911K

Sector Composition

1 Technology 17.37%
2 Financials 13.57%
3 Healthcare 10.08%
4 Consumer Discretionary 8.82%
5 Industrials 7.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.62M 0.15%
2,555
-4
127
$1.61M 0.15%
20,054
-21
128
$1.59M 0.15%
30,374
-122
129
$1.59M 0.15%
+10,850
130
$1.54M 0.15%
15,568
-588
131
$1.51M 0.14%
4,042
+30
132
$1.5M 0.14%
7,101
-84
133
$1.45M 0.14%
172,551
134
$1.41M 0.13%
14,209
-8,553
135
$1.31M 0.12%
15,770
136
$1.3M 0.12%
2,379
+200
137
$1.25M 0.12%
21,349
-228
138
$1.24M 0.12%
9,495
+86
139
$1.21M 0.12%
7,877
+471
140
$1.19M 0.11%
13,405
141
$1.18M 0.11%
19,180
+702
142
$1.16M 0.11%
16,378
+806
143
$1.15M 0.11%
38,348
-583
144
$1.15M 0.11%
7,859
+717
145
$1.13M 0.11%
3,135
-180
146
$1.11M 0.11%
13,373
+40
147
$1.11M 0.11%
4,910
+851
148
$1.1M 0.1%
3,187
+41
149
$1.08M 0.1%
18,971
+4,799
150
$1.07M 0.1%
12,483
+378
4 5
6
7 8