TW

TritonPoint Wealth Portfolio holdings

AUM $986M
1-Year Est. Return 21.58%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.08B
AUM Growth
+$30.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
361
New
Increased
Reduced
Closed

Top Buys

1
+$526K
2
+$522K
3
+$497K
4
FISV
Fiserv Inc
FISV
+$343K
5
BK icon
Bank of New York Mellon
BK
+$320K

Top Sells

1
+$2.87M
2
+$2.67M
3
+$2.65M
4
AAPL icon
Apple
AAPL
+$2.26M
5
LULU icon
lululemon athletica
LULU
+$1.63M

Sector Composition

1 Technology 18.23%
2 Financials 13.72%
3 Healthcare 8.81%
4 Consumer Discretionary 8.79%
5 Industrials 7.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.05M 0.1%
2,248
+140
152
$1.03M 0.1%
3,222
+35
153
$1.03M 0.09%
2,416
-719
154
$1M 0.09%
11,345
+37
155
$972K 0.09%
3,334
-54
156
$950K 0.09%
1,802
-97
157
$930K 0.09%
11,666
-8,388
158
$929K 0.09%
5,363
+136
159
$922K 0.09%
1,622
-16
160
$916K 0.08%
10,702
+165
161
$901K 0.08%
3,499
+825
162
$899K 0.08%
1,516
-85
163
$894K 0.08%
12,956
-3,422
164
$893K 0.08%
18,205
-336
165
$882K 0.08%
20,806
-23,792
166
$881K 0.08%
2,762
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167
$878K 0.08%
7,444
+79
168
$842K 0.08%
3,416
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169
$833K 0.08%
40,777
-860
170
$822K 0.08%
2,790
+521
171
$808K 0.07%
7,341
-14
172
$806K 0.07%
14,824
+624
173
$798K 0.07%
4,347
+58
174
$785K 0.07%
5,897
-942
175
$776K 0.07%
13,735
-128
5 6
7
8 9