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
201
$561K 0.05%
30,154
+1,800
202
$559K 0.05%
2,095
+99
203
$555K 0.05%
4,366
204
$549K 0.05%
3,073
+92
205
$536K 0.05%
2,674
+242
206
$534K 0.05%
19,119
-1,000
207
$531K 0.05%
3,183
+21
208
$525K 0.05%
+2,482
209
$514K 0.05%
23,868
+260
210
$514K 0.05%
1,400
211
$512K 0.05%
3,792
+50
212
$498K 0.05%
+7,405
213
$497K 0.05%
1,757
+52
214
$495K 0.05%
3,095
+294
215
$494K 0.05%
264
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216
$490K 0.05%
1,699
+14
217
$470K 0.04%
2,752
-16
218
$458K 0.04%
2,229
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219
$458K 0.04%
10,510
-670
220
$454K 0.04%
6,208
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221
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6,397
-171
222
$451K 0.04%
5,747
+130
223
$448K 0.04%
760
+20
224
$447K 0.04%
2,305
+314
225
$447K 0.04%
5,620
7 8
9
10 11