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
$1.1B
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
348
New
Increased
Reduced
Closed

Top Buys

1
+$3.2M
2
+$2.31M
3
+$870K
4
VUG icon
Vanguard Growth ETF
VUG
+$647K
5
AES icon
AES
AES
+$621K

Top Sells

1
+$3.76M
2
+$3.45M
3
+$945K
4
AMZN icon
Amazon
AMZN
+$688K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$669K

Sector Composition

1 Technology 18.9%
2 Financials 12.57%
3 Healthcare 9.81%
4 Consumer Discretionary 8.99%
5 Industrials 7.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$941K 0.09%
10,780
-655
152
$938K 0.08%
12,133
+6
153
$936K 0.08%
1,638
+63
154
$924K 0.08%
1,602
+6
155
$922K 0.08%
5,209
-25
156
$922K 0.08%
7,142
-189
157
$918K 0.08%
12,105
+321
158
$916K 0.08%
3,721
-11
159
$910K 0.08%
1,448
-21
160
$896K 0.08%
8,908
+276
161
$893K 0.08%
3,146
+193
162
$888K 0.08%
1,782
+51
163
$878K 0.08%
3,331
-304
164
$872K 0.08%
8,182
+572
165
$850K 0.08%
14,587
-155
166
$848K 0.08%
11,647
+8
167
$844K 0.08%
18,718
+311
168
$841K 0.08%
2,010
+240
169
$828K 0.08%
21,402
-14,601
170
$823K 0.07%
777
+113
171
$821K 0.07%
14,172
+939
172
$797K 0.07%
2,684
+20
173
$780K 0.07%
7,868
+1,450
174
$761K 0.07%
3,444
+90
175
$735K 0.07%
2,601
-13
5 6
7
8 9