TW

TritonPoint Wealth Portfolio holdings

AUM $934M
1-Year Est. Return 23.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.17B
AUM Growth
+$85.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
357
New
Increased
Reduced
Closed

Top Buys

1
+$5.92M
2
+$1.7M
3
+$1.52M
4
ADI icon
Analog Devices
ADI
+$1.48M
5
VUG icon
Vanguard Growth ETF
VUG
+$985K

Top Sells

1
+$2.9M
2
+$1.05M
3
+$804K
4
MRK icon
Merck
MRK
+$602K
5
ACN icon
Accenture
ACN
+$575K

Sector Composition

1 Technology 19.34%
2 Financials 13.16%
3 Healthcare 8.27%
4 Consumer Discretionary 8.22%
5 Industrials 7.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.08M 0.09%
142,551
-5,000
152
$1.04M 0.09%
11,680
+335
153
$1.02M 0.09%
1,493
-83
154
$1M 0.09%
3,752
+24
155
$998K 0.09%
8,520
-1,144
156
$946K 0.08%
21,184
+378
157
$931K 0.08%
2,802
+40
158
$928K 0.08%
40,777
159
$917K 0.08%
11,676
+974
160
$908K 0.08%
7,062
-382
161
$889K 0.08%
15,461
+637
162
$888K 0.08%
1,824
+22
163
$883K 0.08%
4,703
+1,041
164
$882K 0.08%
19,565
-6,374
165
$871K 0.07%
1,457
-165
166
$870K 0.07%
5,441
+78
167
$869K 0.07%
3,104
-12
168
$857K 0.07%
7,709
+368
169
$834K 0.07%
5,897
170
$825K 0.07%
14,045
+310
171
$820K 0.07%
21,466
+4,000
172
$816K 0.07%
18,141
-64
173
$812K 0.07%
31,865
+791
174
$790K 0.07%
2,801
+11
175
$784K 0.07%
8,291
-38
5 6
7
8 9