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
$1.04B
AUM Growth
+$82.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
341
New
Increased
Reduced
Closed

Top Buys

1
+$6.99M
2
+$4.46M
3
+$4.04M
4
BINC icon
BlackRock Flexible Income ETF
BINC
+$3.77M
5
ORCL icon
Oracle
ORCL
+$3.63M

Top Sells

1
+$5.99M
2
+$3.73M
3
+$2.15M
4
NVDA icon
NVIDIA
NVDA
+$1.86M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.78M

Sector Composition

1 Technology 18.27%
2 Healthcare 10.98%
3 Financials 10.93%
4 Industrials 8.43%
5 Consumer Discretionary 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$921K 0.09%
11,597
-2,618
152
$910K 0.09%
1,385
-140
153
$898K 0.09%
14,655
-530
154
$897K 0.09%
+19,887
155
$877K 0.08%
+8,212
156
$865K 0.08%
2,873
-1,696
157
$832K 0.08%
29,749
-21,602
158
$826K 0.08%
3,184
-550
159
$822K 0.08%
1,530
160
$793K 0.08%
1,578
+26
161
$787K 0.08%
10,602
+5
162
$786K 0.08%
1,763
-148
163
$776K 0.07%
14,380
-2,320
164
$744K 0.07%
7,279
-1,376
165
$740K 0.07%
1,687
-28
166
$734K 0.07%
3,020
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167
$725K 0.07%
3,592
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168
$698K 0.07%
3,438
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169
$694K 0.07%
11,521
-1,525
170
$684K 0.07%
28,072
171
$680K 0.07%
20,319
-3,331
172
$677K 0.07%
11,948
+2,343
173
$677K 0.07%
5,081
-287
174
$668K 0.06%
14,783
-5,324
175
$650K 0.06%
+4,080
5 6
7
8 9