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
$1.09B
AUM Growth
+$55.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
343
New
Increased
Reduced
Closed

Top Buys

1
+$5.65M
2
+$3.77M
3
+$1.83M
4
MSFT icon
Microsoft
MSFT
+$1.28M
5
ORCL icon
Oracle
ORCL
+$1.21M

Top Sells

1
+$6.24M
2
+$3.67M
3
+$3.22M
4
AY
Atlantica Sustainable Infrastructure plc Ordinary Shares
AY
+$1.82M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.65M

Sector Composition

1 Technology 18.31%
2 Financials 11.68%
3 Healthcare 11.15%
4 Consumer Discretionary 8.71%
5 Industrials 7.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$988K 0.09%
9,045
+35
152
$975K 0.09%
7,016
+5,100
153
$955K 0.09%
18,351
+156
154
$952K 0.09%
14,742
+87
155
$943K 0.09%
1,830
-246
156
$922K 0.08%
1,596
+18
157
$910K 0.08%
1,469
+84
158
$899K 0.08%
1,575
+45
159
$888K 0.08%
1,731
-32
160
$880K 0.08%
12,127
+606
161
$875K 0.08%
8,632
-800
162
$865K 0.08%
18,407
-1,480
163
$854K 0.08%
11,639
+1,037
164
$851K 0.08%
3,732
+140
165
$849K 0.08%
1,770
+83
166
$841K 0.08%
7,610
-602
167
$825K 0.08%
2,953
-231
168
$821K 0.08%
5,234
+153
169
$810K 0.07%
27,844
-1,905
170
$786K 0.07%
13,233
+1,285
171
$773K 0.07%
11,784
+30
172
$747K 0.07%
4,199
+119
173
$739K 0.07%
3,354
-84
174
$722K 0.07%
2,664
+95
175
$709K 0.06%
20,544
+225
5 6
7
8 9