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
201
$537K 0.05%
7,100
+132
202
$536K 0.05%
3,344
-55
203
$536K 0.05%
23,608
+1
204
$516K 0.05%
9,532
+12
205
$508K 0.05%
8,958
-1,474
206
$493K 0.04%
2,768
-108
207
$488K 0.04%
5,620
-800
208
$488K 0.04%
18,869
+403
209
$476K 0.04%
28,072
210
$476K 0.04%
4,131
+134
211
$475K 0.04%
2,566
+327
212
$471K 0.04%
6,568
-212
213
$464K 0.04%
2,559
-2
214
$461K 0.04%
2,096
-47
215
$459K 0.04%
3,566
-25
216
$452K 0.04%
7,990
-272
217
$451K 0.04%
1,729
+9
218
$450K 0.04%
261
+1
219
$448K 0.04%
5,562
-810
220
$448K 0.04%
2,752
-182
221
$441K 0.04%
11,093
-26
222
$441K 0.04%
1,996
+8
223
$438K 0.04%
208
224
$437K 0.04%
5,617
-37
225
$427K 0.04%
3,397
+398
7 8
9
10 11