TW
TritonPoint Wealth Portfolio holdings
AUM
$1.08B
1-Year Return
14.95%
This Quarter Return
+11.32%
1 Year Return
+14.95%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$1.02B
AUM Growth
–
Cap. Flow
+$1.02B
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
30.44%
Holding
326
New
326
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$83.2M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$38.5M |
| 3 |
Microsoft
MSFT
|
$31.1M |
| 4 |
Broadstone Net Lease
BNL
|
$29.6M |
| 5 |
Amazon
AMZN
|
$28.2M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 17.15% |
| 2 | Healthcare | 11.73% |
| 3 | Financials | 11.25% |
| 4 | Industrials | 9.01% |
| 5 | Consumer Discretionary | 8.4% |
