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
$1.02B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
326
New
Increased
Reduced
Closed

Top Buys

1
+$83.2M
2
+$38.5M
3
+$31.1M
4
BNL icon
Broadstone Net Lease
BNL
+$29.6M
5
AMZN icon
Amazon
AMZN
+$28.2M

Top Sells

No sells this quarter

Sector Composition

1 Technology 17.15%
2 Healthcare 11.73%
3 Financials 11.25%
4 Industrials 9.01%
5 Consumer Discretionary 8.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$699K 0.07%
+17,180
177
$695K 0.07%
+5,992
178
$695K 0.07%
+8,579
179
$688K 0.07%
+11,830
180
$681K 0.07%
+15,840
181
$673K 0.07%
+4,605
182
$658K 0.06%
+1,602
183
$656K 0.06%
+21,435
184
$651K 0.06%
+2,959
185
$649K 0.06%
+1,551
186
$643K 0.06%
+2,979
187
$642K 0.06%
+12,325
188
$629K 0.06%
+7,223
189
$622K 0.06%
+1,560
190
$621K 0.06%
+6,259
191
$616K 0.06%
+11,735
192
$615K 0.06%
+3,719
193
$612K 0.06%
+3,773
194
$608K 0.06%
+12,020
195
$605K 0.06%
+3,275
196
$602K 0.06%
+5,552
197
$601K 0.06%
+5,772
198
$597K 0.06%
+21,286
199
$590K 0.06%
+2,940
200
$587K 0.06%
+3,900
6 7
8
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