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
201
$558K 0.05%
3,122
+210
202
$555K 0.05%
1,720
+194
203
$544K 0.05%
5,260
+335
204
$540K 0.05%
3,300
+106
205
$522K 0.05%
2,976
-417
206
$521K 0.05%
23,607
207
$514K 0.05%
2,876
-5
208
$506K 0.05%
2,501
+289
209
$493K 0.05%
8,262
-99
210
$492K 0.05%
5,885
-361
211
$490K 0.04%
11,119
+81
212
$488K 0.04%
1,981
+72
213
$487K 0.04%
11,180
214
$481K 0.04%
3,997
-151
215
$475K 0.04%
18,466
+6
216
$473K 0.04%
2,143
-327
217
$465K 0.04%
1,945
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218
$465K 0.04%
839
-147
219
$463K 0.04%
2,561
-286
220
$458K 0.04%
8,050
221
$458K 0.04%
28,492
222
$449K 0.04%
3,591
-45
223
$448K 0.04%
20,571
-1,623
224
$436K 0.04%
24,050
-6,000
225
$435K 0.04%
4,003
-1,240
7 8
9
10 11