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
$1.09B
AUM Growth
+$55.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
343
New
Increased
Reduced
Closed

Top Buys

1
+$5.65M
2
+$3.77M
3
+$1.83M
4
MSFT icon
Microsoft
MSFT
+$1.28M
5
ORCL icon
Oracle
ORCL
+$1.21M

Top Sells

1
+$6.24M
2
+$3.67M
3
+$3.22M
4
AY
Atlantica Sustainable Infrastructure plc Ordinary Shares
AY
+$1.82M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.65M

Sector Composition

1 Technology 18.31%
2 Financials 11.68%
3 Healthcare 11.15%
4 Consumer Discretionary 8.71%
5 Industrials 7.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$703K 0.06%
2,614
-259
177
$683K 0.06%
10,432
-1,237
178
$672K 0.06%
6,418
+1,110
179
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180
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2,127
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181
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4,167
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183
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3,500
184
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185
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186
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6,900
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187
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28,072
188
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189
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17,500
190
$610K 0.06%
3,061
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191
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193
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194
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12,458
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195
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196
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-118
197
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6,372
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198
$573K 0.05%
6,780
+632
199
$572K 0.05%
4,366
200
$563K 0.05%
6,420
6 7
8
9 10