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
$1.02B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
326
New
Increased
Reduced
Closed

Top Buys

1
+$83.2M
2
+$38.5M
3
+$31.1M
4
BNL icon
Broadstone Net Lease
BNL
+$29.6M
5
AMZN icon
Amazon
AMZN
+$28.2M

Top Sells

No sells this quarter

Sector Composition

1 Technology 17.15%
2 Healthcare 11.73%
3 Financials 11.25%
4 Industrials 9.01%
5 Consumer Discretionary 8.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$572K 0.06%
+10,317
202
$567K 0.06%
+1,470
203
$559K 0.05%
+3,923
204
$553K 0.05%
+2,019
205
$546K 0.05%
+20,034
206
$544K 0.05%
+3,521
207
$543K 0.05%
+3,804
208
$538K 0.05%
+30,502
209
$523K 0.05%
+2,023
210
$522K 0.05%
+30,950
211
$518K 0.05%
+5,501
212
$516K 0.05%
+3,984
213
$513K 0.05%
+3,746
214
$509K 0.05%
+9,279
215
$497K 0.05%
+8,962
216
$483K 0.05%
+12,000
217
$476K 0.05%
+7,974
218
$473K 0.05%
+2,890
219
$469K 0.05%
+1,984
220
$464K 0.05%
+5,501
221
$461K 0.05%
+3,110
222
$454K 0.04%
+6,474
223
$453K 0.04%
+24,435
224
$453K 0.04%
+12,675
225
$445K 0.04%
+1,545
7 8
9
10 11