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
$1.05B
AUM Growth
-$54.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
344
New
Increased
Reduced
Closed

Top Buys

1
+$5.08M
2
+$3.2M
3
+$3.14M
4
NOW icon
ServiceNow
NOW
+$1.74M
5
FBND icon
Fidelity Total Bond ETF
FBND
+$1.69M

Top Sells

1
+$11.3M
2
+$4.78M
3
+$2.81M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$1.69M
5
MRK icon
Merck
MRK
+$911K

Sector Composition

1 Technology 17.37%
2 Financials 13.57%
3 Healthcare 10.08%
4 Consumer Discretionary 8.82%
5 Industrials 7.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$748K 0.07%
29,534
+3,684
177
$748K 0.07%
6,673
+407
178
$740K 0.07%
4,289
+183
179
$735K 0.07%
14,200
+2,617
180
$718K 0.07%
2,670
-14
181
$687K 0.07%
3,445
+1
182
$670K 0.06%
14,074
-9,129
183
$669K 0.06%
17,466
184
$669K 0.06%
7,273
+46
185
$657K 0.06%
2,141
+3
186
$644K 0.06%
7,634
+534
187
$642K 0.06%
3,868
+59
188
$638K 0.06%
20,700
189
$621K 0.06%
3,500
190
$619K 0.06%
11,236
+732
191
$606K 0.06%
20,608
-327
192
$605K 0.06%
6,680
+1,118
193
$602K 0.06%
21,117
+337
194
$587K 0.06%
9,820
+288
195
$582K 0.06%
2,376
-225
196
$581K 0.06%
3,363
+19
197
$570K 0.05%
5,050
-8
198
$569K 0.05%
1,828
+99
199
$566K 0.05%
5,365
+1,795
200
$564K 0.05%
2,269
+173
6 7
8
9 10