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
$1.02B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
326
New
Increased
Reduced
Closed

Top Buys

1
+$83.2M
2
+$38.5M
3
+$31.1M
4
BNL icon
Broadstone Net Lease
BNL
+$29.6M
5
AMZN icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.01M 0.1%
+1,618
152
$1M 0.1%
+17,545
153
$993K 0.1%
+11,233
154
$969K 0.09%
+2,199
155
$965K 0.09%
+4,293
156
$949K 0.09%
+19,377
157
$909K 0.09%
+29,300
158
$904K 0.09%
+12,042
159
$885K 0.09%
+28,072
160
$884K 0.09%
+8,399
161
$882K 0.09%
+18,120
162
$854K 0.08%
+20,063
163
$834K 0.08%
+12,838
164
$790K 0.08%
+1,552
165
$756K 0.07%
+5,132
166
$735K 0.07%
+1,041
167
$735K 0.07%
+3,921
168
$732K 0.07%
+5,852
169
$715K 0.07%
+4,319
170
$714K 0.07%
+14,216
171
$711K 0.07%
+6,557
172
$710K 0.07%
+3,051
173
$706K 0.07%
+5,934
174
$703K 0.07%
+14,493
175
$702K 0.07%
+1,287
5 6
7
8 9