TW

TritonPoint Wealth Portfolio holdings

AUM $934M
1-Year Est. Return 23.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.17B
AUM Growth
+$85.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
357
New
Increased
Reduced
Closed

Top Buys

1
+$5.92M
2
+$1.7M
3
+$1.52M
4
ADI icon
Analog Devices
ADI
+$1.48M
5
VUG icon
Vanguard Growth ETF
VUG
+$985K

Top Sells

1
+$2.9M
2
+$1.05M
3
+$804K
4
MRK icon
Merck
MRK
+$602K
5
ACN icon
Accenture
ACN
+$575K

Sector Composition

1 Technology 19.34%
2 Financials 13.16%
3 Healthcare 8.27%
4 Consumer Discretionary 8.22%
5 Industrials 7.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.55M 0.13%
7,809
-177
127
$1.54M 0.13%
58,650
128
$1.52M 0.13%
22,229
+1,277
129
$1.48M 0.13%
4,557
+26
130
$1.47M 0.13%
8,039
+229
131
$1.45M 0.12%
27,508
-4,282
132
$1.45M 0.12%
3,912
-73
133
$1.43M 0.12%
11,879
+250
134
$1.42M 0.12%
21,713
-50
135
$1.41M 0.12%
15,770
136
$1.27M 0.11%
5,032
+335
137
$1.25M 0.11%
9,496
+27
138
$1.22M 0.1%
7,352
+58
139
$1.2M 0.1%
7,742
+58
140
$1.18M 0.1%
38,913
+1,747
141
$1.17M 0.1%
13,994
-1,611
142
$1.16M 0.1%
13,077
+148
143
$1.15M 0.1%
15,709
+1,856
144
$1.12M 0.1%
3,067
+922
145
$1.12M 0.1%
3,617
+395
146
$1.12M 0.1%
19,576
-1,181
147
$1.1M 0.09%
3,229
-105
148
$1.09M 0.09%
7,485
-1,368
149
$1.09M 0.09%
2,297
+49
150
$1.09M 0.09%
3,616
+117
4 5
6
7 8