TW

TritonPoint Wealth Portfolio holdings

AUM $986M
1-Year Est. Return 21.58%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.08B
AUM Growth
+$30.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
361
New
Increased
Reduced
Closed

Top Buys

1
+$526K
2
+$522K
3
+$497K
4
FISV
Fiserv Inc
FISV
+$343K
5
BK icon
Bank of New York Mellon
BK
+$320K

Top Sells

1
+$2.87M
2
+$2.67M
3
+$2.65M
4
AAPL icon
Apple
AAPL
+$2.26M
5
LULU icon
lululemon athletica
LULU
+$1.63M

Sector Composition

1 Technology 18.23%
2 Financials 13.72%
3 Healthcare 8.81%
4 Consumer Discretionary 8.79%
5 Industrials 7.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.58M 0.15%
3,985
-57
127
$1.58M 0.15%
15,605
-5,102
128
$1.55M 0.14%
31,790
-22,030
129
$1.52M 0.14%
147,551
-25,000
130
$1.45M 0.13%
20,952
+1,772
131
$1.43M 0.13%
58,650
-34,296
132
$1.42M 0.13%
4,531
+38
133
$1.42M 0.13%
15,770
134
$1.35M 0.12%
21,763
+414
135
$1.3M 0.12%
2,486
-69
136
$1.3M 0.12%
4,335
-1,535
137
$1.28M 0.12%
11,629
+162
138
$1.26M 0.12%
9,469
+7
139
$1.26M 0.12%
8,853
-642
140
$1.24M 0.11%
1,576
+53
141
$1.2M 0.11%
25,939
-1,836
142
$1.18M 0.11%
20,757
+1,786
143
$1.17M 0.11%
7,684
-175
144
$1.16M 0.11%
7,294
-583
145
$1.16M 0.11%
12,929
+669
146
$1.13M 0.1%
3,728
+45
147
$1.13M 0.1%
13,853
-356
148
$1.12M 0.1%
37,166
-1,182
149
$1.1M 0.1%
16,137
-5
150
$1.06M 0.1%
7,810
+176
4 5
6
7 8