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
$1.04B
AUM Growth
+$82.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
341
New
Increased
Reduced
Closed

Top Buys

1
+$6.99M
2
+$4.46M
3
+$4.04M
4
BINC icon
BlackRock Flexible Income ETF
BINC
+$3.77M
5
ORCL icon
Oracle
ORCL
+$3.63M

Top Sells

1
+$5.99M
2
+$3.73M
3
+$2.15M
4
NVDA icon
NVIDIA
NVDA
+$1.86M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.78M

Sector Composition

1 Technology 18.27%
2 Healthcare 10.98%
3 Financials 10.93%
4 Industrials 8.43%
5 Consumer Discretionary 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$649K 0.06%
2,749
+547
177
$642K 0.06%
11,669
-3,161
178
$639K 0.06%
20,700
179
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180
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2,093
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181
$607K 0.06%
5,308
-1,189
182
$600K 0.06%
3,500
183
$595K 0.06%
2,569
-19
184
$593K 0.06%
10,684
+2,109
185
$593K 0.06%
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186
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17,500
187
$588K 0.06%
3,025
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188
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189
$565K 0.05%
3,724
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190
$559K 0.05%
5,243
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191
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3,194
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194
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4,031
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195
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4,143
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196
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3,720
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197
$540K 0.05%
+6,420
198
$522K 0.05%
30,050
-13,600
199
$514K 0.05%
3,393
-440
200
$512K 0.05%
6,594
-12
6 7
8
9 10