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
$1.1B
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
348
New
Increased
Reduced
Closed

Top Buys

1
+$3.2M
2
+$2.31M
3
+$870K
4
VUG icon
Vanguard Growth ETF
VUG
+$647K
5
AES icon
AES
AES
+$621K

Top Sells

1
+$3.76M
2
+$3.45M
3
+$945K
4
AMZN icon
Amazon
AMZN
+$688K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$669K

Sector Composition

1 Technology 18.9%
2 Financials 12.57%
3 Healthcare 9.81%
4 Consumer Discretionary 8.99%
5 Industrials 7.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$723K 0.07%
1,625
-205
177
$689K 0.06%
2,138
+11
178
$686K 0.06%
25,850
-1,994
179
$678K 0.06%
20,119
+302
180
$676K 0.06%
20,935
+391
181
$658K 0.06%
11,583
-680
182
$656K 0.06%
3,809
+7
183
$652K 0.06%
3,243
+182
184
$648K 0.06%
17,466
-34
185
$636K 0.06%
20,700
186
$626K 0.06%
3,162
+40
187
$615K 0.06%
+7,004
188
$612K 0.06%
4,106
-61
189
$608K 0.06%
4,366
190
$595K 0.05%
7,227
+327
191
$579K 0.05%
6,266
+381
192
$569K 0.05%
20,780
+209
193
$567K 0.05%
3,500
194
$566K 0.05%
+1,400
195
$564K 0.05%
11,180
196
$561K 0.05%
2,981
+5
197
$559K 0.05%
5,058
-202
198
$557K 0.05%
10,504
+184
199
$555K 0.05%
28,354
-138
200
$539K 0.05%
3,742
-23
6 7
8
9 10