TW

TritonPoint Wealth Portfolio holdings

AUM $934M
1-Year Est. Return 23.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.17B
AUM Growth
+$85.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
357
New
Increased
Reduced
Closed

Top Buys

1
+$5.92M
2
+$1.7M
3
+$1.52M
4
ADI icon
Analog Devices
ADI
+$1.48M
5
VUG icon
Vanguard Growth ETF
VUG
+$985K

Top Sells

1
+$2.9M
2
+$1.05M
3
+$804K
4
MRK icon
Merck
MRK
+$602K
5
ACN icon
Accenture
ACN
+$575K

Sector Composition

1 Technology 19.34%
2 Financials 13.16%
3 Healthcare 8.27%
4 Consumer Discretionary 8.22%
5 Industrials 7.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$784K 0.07%
7,061
+145
177
$778K 0.07%
3,390
-26
178
$778K 0.07%
10,266
-1,400
179
$770K 0.07%
1,472
-44
180
$770K 0.07%
3,181
-28
181
$754K 0.06%
1
182
$747K 0.06%
8,668
-7,469
183
$730K 0.06%
4,330
-17
184
$723K 0.06%
7,628
+148
185
$721K 0.06%
3,813
186
$703K 0.06%
40,979
+12,000
187
$697K 0.06%
7,386
188
$685K 0.06%
4,166
189
$676K 0.06%
4,169
+62
190
$674K 0.06%
12,151
-805
191
$659K 0.06%
10,513
192
$650K 0.06%
2,741
+580
193
$639K 0.05%
20,700
194
$637K 0.05%
10,056
-55
195
$631K 0.05%
1,932
+250
196
$622K 0.05%
5,017
+276
197
$619K 0.05%
3,895
+95
198
$618K 0.05%
17,522
+317
199
$614K 0.05%
23,870
200
$611K 0.05%
994
+17
6 7
8
9 10